Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Nicotra is an investment advisor representative with over 30 years of experience in the financial services industry. Robert has been registered with LPL Financial LLC since October 2023, and prior to that, he was associated with Cambridge Investment Research, Inc., Commonwealth Financial Network, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Robert holds Series 7, Series 63, and Series 65 licenses and has a proven track record of success in providing financial advice to individuals, families, and businesses. Robert is committed to providing his clients with personalized financial solutions that meet their unique needs.
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.
1
2
PA
10/30/2023 - Present
LPL Financial LLC (ERIE PA)
PA
07/05/2011 - 11/03/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Erie PA)
PA
10/14/2005 - 07/05/2011
COMMONWEALTH FINANCIAL NETWORK (ERIE PA)
MN
05/21/1993 - 10/14/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
05/21/1993 - 10/14/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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