Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Cutrupi is a financial advisor with Raymond James Financial Services Advisors, Inc. Robert has been in the financial industry since April 1981. Robert has experience working with individuals, businesses, insurance companies, charitable organizations, corporations, pension and profit-sharing plans, and state or municipal government entities. Robert offers a variety of services including financial planning, pension consulting, educational seminars, and portfolio management.
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
NJ
12/19/2019 - Present
Raymond James Financial Services Advisors, Inc. (SHREWSBURY NJ)
NJ
06/01/2009 - 11/15/2019
MORGAN STANLEY (SHREWSBURY NJ)
NJ
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SHREWSBURY NJ)
NY
10/28/1983 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/11/1982 - 05/03/1988
CARNEGIE INVESTOR SERVICES INC.
NA
12/09/1981 - 11/14/1983
GILFORD SECURITIES INCORPORATED
NA
04/13/1981 - 11/20/1981
THOMSON MCKINNON SECURITIES INC.
IA
Issued 04/15/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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