Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert James Facio is a financial advisor currently registered with Sagespring Wealth Partners in Brentwood, Tennessee. Prior to this position, Robert was employed with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Franklin, Tennessee and J.P. Morgan Securities LLC in New York, New York. Robert has been active in the financial industry since 2018 and holds licenses for both Securities and Investment Advisor. Robert is dedicated to providing comprehensive financial planning and portfolio management services to individuals and high-net-worth clients.
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.
Personalized portfolio management to meet individual financial objectives.
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
TN
12/20/2023 - Present
Sagespring Wealth Partners (Brentwood TN)
TN
01/12/2023 - 11/15/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRANKLIN TN)
NY
01/11/2019 - 03/01/2021
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 04/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/11/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/04/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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