Unclaimed
Robert Kenneth Pisarra is a financial advisor with over 40 years of experience in the industry. Robert is a Principal at LPL Financial LLC and is registered in the state of New York. Robert has a wide range of experience in the financial services industry and holds several licenses, including Series 7, 24, 26, 52, 53, and 63. Robert has previously worked at MSI Financial Services, Inc. and Metropolitan Life Insurance Company.
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
NY
05/23/2024 - Present
LPL Financial LLC (STATEN ISLAND NY)
NY
03/25/2017 - 02/02/2024
MML INVESTORS SERVICES, LLC (GARDEN CITY NY)
NY
05/23/1978 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (STATEN ISLAND NY)
NY
05/23/1978 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (STATEN ISLAND NY)
BC
Issued 10/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/28/2003
Series 24 - General Securities Principal Examination
BC
Issued 12/17/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/23/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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