Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Carvalho is a financial professional with over 27 years of experience in the industry. Robert is currently registered with Corebridge Capital Services, Inc. Robert is licensed in Arizona, California, Nevada and Utah. Prior to joining Corebridge Capital Services, Inc., Robert worked for firms such as Prudential Annuities Distributors, Inc., Lincoln Financial Distributors, Inc., Aetna Investment Services, LLC, Pacific Mutual Distributors, Inc. and Securities Service Network, Inc. Robert holds FINRA Series 63, Series 26 and Series 7 licenses as well as the SIE exam.
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.
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2
CA
05/12/2022 - Present
Corebridge Capital Services, Inc. (WOODLAND HILLS CA)
CT
06/03/2009 - 06/15/2022
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
PA
05/16/2001 - 05/29/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CT
10/27/1998 - 03/01/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
CA
05/19/1997 - 09/25/1998
PACIFIC MUTUAL DISTRIBUTORS, INC. (NEWPORT BEACH CA)
TN
08/17/1995 - 03/06/1997
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
CA
05/06/1994 - 08/30/1995
LAZAR FREDERICK & COMPANY (BEVERLY HILLS CA)
BC
Issued 06/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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