Unclaimed
Robert Joseph Celata is a financial advisor who has been in the industry since July 1998. Robert is a registered representative with PNC Capital Markets LLC, and is licensed to sell securities in Pennsylvania and New York. Robert has a strong track record of success in the financial services industry, with experience in investment banking, securities trading, and investment advisory services. Robert is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Prior to joining PNC Capital Markets LLC, Robert was employed by Natcity Investments, Inc. in Cleveland, Ohio.
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.
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.
1
2
PA
07/28/1998 - Present
PNC Capital Markets LLC (PHILADELPHIA PA)
OH
01/02/2009 - 02/22/2010
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
BC
Issued 08/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/20/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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