Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Panetti is a financial advisor with over 20 years of experience in the financial services industry. Robert is a Chartered Financial Analyst (CFA) and is registered with the state of California as an investment advisor representative. Robert is currently employed with Rockefeller Financial LLC, and has been with the firm since September 2021. Previously, Robert worked for Blackrock Investments, LLC and Securian Financial Services, 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.
Guidance on pension options to ensure a secure financial future.
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.
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2
CA
09/08/2021 - Present
Rockefeller Financial LLC (Newport Beach CA)
CA
05/16/2008 - 06/17/2021
BLACKROCK INVESTMENTS, LLC (NEWPORT BEACH CA)
CA
06/20/2007 - 05/01/2008
SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)
BOTH
Issued 07/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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