Unclaimed
Robert Ignagni is an investment advisor representative with Strategic Financial, LLC, based in South Windsor, CT. Robert has been in the industry since January 1985. Robert is also the 50% owner of Walston & Ignagni, a firm that provides tax and accounting services. Robert's specialties include financial planning, portfolio management for individuals and businesses, and selection of other advisors. He holds Series 6, 63 and 65 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CT
11/14/2002 - Present
Strategic Financial, LLC (SOUTH WINDSOR CT)
MO
01/08/2001 - 11/14/2002
FFP SECURITIES, INC. (CHESTERFIELD MO)
TX
01/05/1999 - 01/08/2001
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 05/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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