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 Tornincaso is a financial advisor with LPL Financial LLC, based in Bonita Springs, Florida. Robert has been in the financial services industry since 1986. Previously, Robert was a financial advisor with CETERA FINANCIAL SPECIALISTS LLC in Bonita Springs and before that was with PLANMEMBER SECURITIES CORPORATION in Farmingville, New York. Robert has a wide range of experience in financial services and is committed to providing his clients with personalized advice and guidance. Robert is dedicated to helping clients achieve their financial goals and is committed to building lasting relationships with each of them.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/02/2023 - Present
LPL Financial LLC (BONITA SPRINGS FL)
FL
10/23/2014 - 02/02/2023
CETERA FINANCIAL SPECIALISTS LLC (BONITA SPRINGS FL)
NY
05/21/2013 - 10/29/2014
PLANMEMBER SECURITIES CORPORATION (FARMINGVILLE NY)
NY
06/25/2009 - 05/20/2013
NORTH RIDGE SECURITIES CORP. (EAST ISLIP NY)
NY
02/02/2007 - 06/25/2009
INVESTACORP, INC. (EAST ISLIP NY)
NY
12/14/2005 - 02/05/2007
WM FINANCIAL SERVICES, INC. (PLAINVIEW NY)
NY
02/27/2004 - 12/20/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
CA
07/12/2001 - 01/26/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
RI
03/13/2001 - 07/09/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
CA
03/21/1996 - 03/07/2001
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NJ
05/03/1988 - 04/07/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/03/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
10/09/1986 - 04/20/1987
W. S. GRIFFITH & CO., INC.
NA
04/17/1985 - 10/15/1986
PRUCO SECURITIES CORPORATION
NA
12/10/1984 - 03/26/1985
WISE PLANNING CORP.
NA
11/23/1983 - 11/19/1984
FIRST JERSEY SECURITIES, INC.
NA
04/12/1984 - 05/25/1984
MACPEG ROSS AND GOLDABER SECURITIES, INC.
BOTH
Issued 11/14/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Tornincaso is the right advisor for you? Invested Better is here to help.
