Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Petrillo is a financial advisor currently working for Valic Financial Advisors, Inc.. Robert has been in the financial services industry for over 30 years. Robert has been with Valic Financial Advisors, Inc. since October 2003. Robert provides financial planning and portfolio management for individuals. Robert is registered as an investment advisor in California, Florida, Massachusetts, Michigan, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, and Virginia. Robert also holds Series 66, Series 63, Series 24 and Series 7 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
FL
04/16/2018 - Present
Valic Financial Advisors, Inc. (TAMPA FL)
MD
07/24/2001 - 06/04/2003
M&T SECURITIES, INC. (BALTIMORE MD)
OH
05/14/1999 - 07/18/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
07/24/1998 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
10/05/1995 - 07/02/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
02/23/1995 - 05/17/1995
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
NA
04/25/1994 - 11/18/1994
VISION INVESTMENT GROUP, INC.
NJ
12/13/1993 - 02/24/1994
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NA
02/29/1992 - 10/20/1992
NEW ENGLAND SECURITIES
NY
02/28/1992 - 10/20/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
07/30/1990 - 10/10/1990
MONARCH SECURITIES, INC.
NA
04/19/1989 - 07/18/1989
GREAT LAKES EQUITIES CO.
NA
03/10/1989 - 03/27/1989
PRINCETON FINANCIAL GROUP, INC.
NA
11/25/1987 - 02/27/1989
POWER SECURITIES CORPORATION
BOTH
Issued 03/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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