Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jon Fiondella is a financial advisor with over 30 years of experience in the industry. He has been registered with M Holdings Securities, Inc. since 2003. He has been actively involved in the financial industry since 1991. Prior to joining M Holdings Securities, Inc. he was a registered representative at Main Street Management Company, WS Griffith Securities, Inc., and Nutmeg Securities, Ltd. Robert Jon Fiondella is a licensed investment advisor representative and holds a variety of securities licenses, including Series 6, 7, 24, 63 and 65. He is also a registered principal with M Holdings Securities, Inc. In addition to his experience in the financial industry, Robert Jon Fiondella is also involved in a number of other businesses, including Wealth Preservation Partners LLC, Fiondella Insurance and Retirement Planning Inc., and Amy's Angels Corporation.
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.
A percentage of the total value of assets under management is charged.
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2
CT
02/27/2003 - Present
M Holdings Securities, Inc. (SIMSBURY CT)
MA
02/06/2002 - 01/13/2003
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
CT
03/25/1999 - 02/11/2002
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NY
08/08/1991 - 04/01/1999
NUTMEG SECURITIES, LTD. (NEW YORK NY)
IA
Issued 06/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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