Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Paolini is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with LPL Financial LLC in both Florida and New Jersey. Robert has been a Registered Representative with LPL Financial LLC since August 2019. Robert previously held positions with FSC Securities Corporation and National Planning Corporation in New Jersey.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
08/27/2019 - Present
LPL Financial LLC (JUPITER FL)
NJ
08/18/2010 - 09/04/2019
FSC SECURITIES CORPORATION (MEDFORD NJ)
NJ
08/13/2007 - 08/18/2010
NATIONAL PLANNING CORPORATION (MEDFORD LAKES NJ)
NJ
03/07/2002 - 08/16/2007
WALNUT STREET SECURITIES, INC. (MEDFORD LAKES NJ)
IA
Issued 10/01/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/11/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/06/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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