Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert John Bucci is a financial advisor registered with LPL Financial LLC. He is based in SAN DIEGO, CA, and has been in the financial services industry since February 1998. He has a wide range of experience and qualifications, including the Series 6, 7, 24, 63, 66, 99TO and SIE licenses. Robert has also earned the CFP® and ChFC® designations. He has been registered with LPL Financial LLC since May 2023. Prior to this, he was registered with Triad Advisors LLC and Capital Analysts, Incorporated.
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
05/15/2023 - Present
LPL Financial LLC (PITTSTON PA)
PA
05/29/2009 - 05/17/2023
TRIAD ADVISORS LLC (Pittston PA)
PA
01/06/2006 - 05/29/2009
CAPITAL ANALYSTS, INCORPORATED (KINGSTON PA)
NY
05/03/1999 - 12/31/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
02/09/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BOTH
Issued 06/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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