Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jay Buccafusca is a financial advisor with Raymond James Financial Services Advisors, Inc. Robert Jay has been in the industry since 2001 and has a wide range of experience in the financial services industry. Robert Jay specializes in providing financial planning, portfolio management and other financial services to individuals, businesses, and institutions. Robert Jay is also registered with Edward Jones, CCO Investment Services Corp., Scudder Distributors, Inc. and Scudder Investor Services, Inc. Robert Jay has a Series 6, 7, 24, 26, 51 and 63 license. Robert Jay has a strong commitment to providing his clients with personalized financial advice and helping them reach their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NH
04/29/2024 - Present
Raymond James Financial Services Advisors, Inc. (Rindge NH)
MA
08/06/2012 - 05/01/2024
EDWARD JONES (IPSWICH MA)
MA
05/17/2002 - 07/31/2012
CCO INVESTMENT SERVICES CORP. (NORWOOD MA)
IL
10/19/2001 - 05/07/2002
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NY
05/29/2001 - 10/19/2001
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
IA
Issued 09/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2007
Series 24 - General Securities Principal Examination
BC
Issued 06/07/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/25/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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