Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Massaroni has been a financial professional since 1995. Robert has worked for Edward Jones, PFS Investments Inc., and Morgan Stanley. Robert is currently registered with Ameriprise Financial Services, LLC and has offices in Hunt Valley, MD, Sarasota, FL, and Venice, FL. Robert offers a range of services to individuals, businesses, and institutions. Robert provides asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
MD
09/30/2024 - Present
Ameriprise Financial Services, LLC (Hunt Valley MD)
PA
06/15/2011 - 08/06/2018
MORGAN STANLEY (YORK PA)
PA
04/07/1999 - 06/16/2011
EDWARD JONES (HANOVER PA)
GA
06/26/1995 - 02/12/1999
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 02/09/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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