Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Zuppe is a financial professional with over 20 years of experience in the industry. Robert is currently registered with State Farm VP Management Corp. in Huntington, NY and is licensed to conduct business in Connecticut, New Jersey, New York and Pennsylvania. Previously, Robert was employed with a variety of firms in the financial services industry, including Hartford Equity Sales Company Inc., Saybrus Equity Services, Inc, Phoenix Equity Planning Corporation, Chase Investment Services Corp., Wachovia Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert has a strong background in securities and investment products, including variable contracts, and has earned a number of industry certifications, including the Series 7, Series 66 and Series 6TO licenses.
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.
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.
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2
NY
11/18/2011 - Present
State Farm VP Management Corp. (HUNTINGTON NY)
CT
11/04/2010 - 09/09/2011
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
09/15/2010 - 10/08/2010
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
PA
02/04/2009 - 09/15/2010
PHOENIX EQUITY PLANNING CORPORATION (PHILADELPHIA PA)
CT
04/19/2005 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IL
06/12/2003 - 12/31/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MO
11/28/2001 - 04/25/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NY
09/08/2000 - 07/30/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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