Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Januarius Cellucci is a financial professional with over two decades of experience in the financial services industry. Robert is a CERTIFIED FINANCIAL PLANNER™ professional and has been registered with Wedbush Securities Inc. since September 2024. Prior to joining Wedbush Securities Inc., Robert was a financial advisor with Stifel, Nicolaus & Company, Incorporated and Janney Montgomery Scott LLC. Robert holds the Series 6, 7, 63, and 65 licenses, as well as the Securities Industry Essentials Examination. Robert specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
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
CA
09/16/2024 - Present
Wedbush Securities Inc. (SACRAMENTO CA)
PA
08/09/2013 - 02/28/2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CONSHOHOCKEN PA)
PA
08/29/2008 - 08/12/2013
JANNEY MONTGOMERY SCOTT LLC (BERWYN PA)
PA
10/09/2000 - 09/05/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (RADNOR PA)
IA
Issued 07/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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