Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Laferriere is a financial advisor with Voya Financial Advisors, Inc. Robert is a Certified Financial Planner and has been working in the industry since 2013. Robert is registered with FINRA, the Securities and Exchange Commission, and the states of New York, New Jersey, California, Florida, Maine, Maryland, Massachusetts, North Carolina, and Oregon. Robert specializes in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and charitable organizations. Robert has also held positions at LPL Financial LLC and Securities America, Inc.
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.
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.
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
05/13/2021 - Present
Voya Financial Advisors, Inc. (Albany NY)
NY
12/11/2014 - 02/07/2017
LPL FINANCIAL LLC (ALBANY NY)
NY
09/18/2013 - 12/12/2014
SECURITIES AMERICA, INC. (ALBANY NY)
BOTH
Issued 10/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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