Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Voccola is a registered investment advisor representative in New Jersey. He currently works at Investment Partners Asset Management. Prior to that, Robert Voccola worked at Tradition Asset Management and MDX Wealth Management. Robert Voccola holds Series 63 and Series 65 licenses. Robert Voccola has 35 years of experience in the financial industry.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
See schedule d - miscellaneous
1
2
NJ
11/23/2021 - Present
Investment Partners Asset Management (METUCHEN NJ)
NA
12/18/1986 - 08/04/1987
L. F. ROTHSCHILD & CO. INCORPORATED
NA
06/12/1980 - 07/09/1986
SHEARSON LEHMAN BROTHERS INC.
NA
09/13/1977 - 05/07/1979
BACHE HALSEY STUART SHIELDS INCORPORATED
NA
08/27/1976 - 09/16/1977
BACHE HALSEY STUART INC.
NA
02/27/1976 - 08/27/1976
BACHE & CO INCORPORATED
NA
08/12/1975 - 02/27/1976
BAYROCK ADVISORS, INC.
NA
06/24/1974 - 04/01/1975
KIDDER, PEABODY & CO., INCORPORATED
NA
12/06/1968 - 07/26/1974
CLARK, DODGE & CO., INCORPORATED
IA
Issued 05/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/1977
Series 4 - Registered Options Principal Examination
BC
Issued 12/02/1968
Series 000 - General Securities Principal Examination
BC
Issued 12/02/1968
Series 1 - Registered Representative Examination
Active
Inactive
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