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Robert Joseph Pannell

American Portfolios Financial Services, Inc.

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About Robert Joseph Pannell

Robert Joseph Pannell is a registered representative with American Portfolios Financial Services, Inc. Robert has been in the securities industry since March 17, 1988. Robert has a Series 7, Series 63, and SIE license. Robert has been registered with American Portfolios Financial Services, Inc. since December 10, 2019. Robert has also been registered with INVEST FINANCIAL CORPORATION, ALLSTATE FINANCIAL SERVICES, LLC, 21ST CENTURY FINANCIAL SERVICES, INC., PMG SECURITIES CORPORATION, W.J. NOLAN & COMPANY, INC., PRUDENTIAL-BACHE SECURITIES INC., and MCLAUGHLIN, PIVEN, VOGEL INC.

Firm Information

Robert Pannell is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Robert Pannell’s Registration & Firm History

NY

12/10/2019 - Present

American Portfolios Financial Services, Inc. (HAUPPAUGE NY)

NY

02/26/2009 - 01/05/2018

INVEST FINANCIAL CORPORATION (MELVILLE NY)

NY

07/14/2005 - 01/28/2008

ALLSTATE FINANCIAL SERVICES, LLC (GARDEN CITY NY)

NY

01/28/2003 - 07/05/2005

21ST CENTURY FINANCIAL SERVICES, INC. (EAST MEADOW NY)

IL

08/26/1998 - 12/31/2002

PMG SECURITIES CORPORATION (ELGIN IL)

NY

09/23/1986 - 08/07/1998

W.J. NOLAN & COMPANY, INC. (NEW YORK NY)

NA

03/10/1986 - 09/25/1986

PRUDENTIAL-BACHE SECURITIES INC.

NA

01/23/1985 - 03/12/1986

MCLAUGHLIN, PIVEN, VOGEL INC.

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Licenses & Designations

BC

Issued 11/30/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Joseph Pannell.
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