Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Savino is a financial advisor with over 30 years of experience in the financial services industry. Robert has a strong background in providing financial planning and investment advice to individuals, families, and businesses. He is also experienced in working with insurance companies, charitable organizations, pension and profit sharing plans, corporations, and other businesses. Robert holds the Series 6, 7, 63, and 66 securities licenses as well as the SIE exam. He is a Chartered Financial Consultant. Robert is currently affiliated with Apollon Wealth Management, LLC and Prism Advisory Group, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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
PA
08/17/2021 - Present
Apollon Wealth Management, LLC (NEWTON PA)
PA
01/02/2018 - 12/31/2020
FRONTIER SOLUTIONS, LLC (Newtown PA)
PA
12/17/2009 - 12/31/2017
MCDONALD PARTNERS LLC (NEWTOWN PA)
NJ
07/14/2009 - 12/24/2009
AMERICAN SECURITIES GROUP, INC. (LAWRENCEVILLE NJ)
NJ
06/30/1987 - 06/08/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PRINCETON NJ)
WI
09/12/1987 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 01/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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