Unclaimed
Robert Laurence Lanese is a financial professional with a background in the securities industry. Robert has been actively involved in the industry since April 2019, holding various roles with prominent financial institutions. Most recently, Robert joined Franklin Distributors, LLC in July 2021, where Robert currently works as a registered representative. Prior to joining Franklin Distributors, LLC, Robert was associated with Franklin Templeton Financial Services Corp. and Franklin/Templeton Distributors, Inc. In addition, Robert holds a Series 7TO, Series 63, and SIE licenses, reflecting Robert's commitment to professional development and adherence to industry standards.
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.
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.
1
2
FL
07/07/2021 - Present
Franklin Distributors, LLC (St. Petersburg FL)
FL
06/01/2020 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (ST. PETERSBURG FL)
FL
07/06/2019 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
FL
04/22/2019 - 07/12/2019
ROBERT W. BAIRD & CO. INCORPORATED (TAMPA FL)
BC
Issued 07/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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