Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert J. DiPadua is a financial professional with over 16 years of experience in the industry. Robert has held a number of positions at various firms, including PlanMember Securities Corporation, NYLIFE Securities LLC, and Lincoln Financial Advisors Corporation. Robert currently works at Ameriprise Financial Services, LLC and is registered to provide investment advice in Florida and Rhode Island. Robert has a broad range of experience serving individuals, businesses, trusts, estates, insurance companies, high net worth individuals, charitable organizations, corporations, pension and profit sharing plans, and state or municipal government entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
RI
08/07/2024 - Present
Ameriprise Financial Services, LLC (Coventry RI)
CA
08/23/2023 - 06/24/2024
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
MA
03/18/2022 - 06/10/2022
NYLIFE SECURITIES LLC (WALTHAM MA)
PA
10/12/2021 - 12/03/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (PHILADELPHIA PA)
PA
03/14/2019 - 12/03/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (PHILADELPHIA PA)
MA
07/02/2007 - 03/15/2019
PRUCO SECURITIES, LLC. (NEEDHAM MA)
IA
Issued 12/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2017
Series 24 - General Securities Principal Examination
BC
Issued 04/07/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/29/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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