Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Louis Petrella has been providing financial advice since 1993. Robert is currently registered with LPL Financial LLC and is a Registered Representative and Investment Advisor Representative. Robert holds Series 7, Series 63, and Series 65 licenses. In addition to providing financial advice, Robert also offers fixed insurance products and consulting services. Robert has previous experience with several other firms including Securian Financial Services, Inc., Navy Federal Brokerage Services, LLC, Essex Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Sammons Securities Company, LLC, and Investors Capital Corp.
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.
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2
MA
02/17/2023 - Present
LPL Financial LLC (DANVERS MA)
MA
08/18/2021 - 08/25/2022
SECURIAN FINANCIAL SERVICES, INC. (Braintree MA)
CA
09/10/2018 - 03/30/2020
NAVY FEDERAL BROKERAGE SERVICES, LLC (Fountain Valley CA)
CA
10/20/2015 - 01/02/2018
ESSEX SECURITIES LLC (Irvine CA)
CA
03/21/2011 - 01/16/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (YORBA LINDA CA)
MA
04/03/2006 - 11/06/2009
SAMMONS SECURITIES COMPANY, LLC (MANSFIELD MA)
MA
11/19/1998 - 12/31/2005
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NY
11/04/1997 - 10/06/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
09/23/1997 - 10/06/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
MA
10/06/1995 - 08/06/1997
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NA
04/22/1994 - 07/31/1995
BAYBANKS BROKERAGE SERVICES, INC.
SD
09/29/1993 - 04/26/1994
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
CA
07/13/1992 - 06/28/1993
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
SD
03/22/1991 - 07/22/1992
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
MN
05/22/1990 - 02/05/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/22/1990 - 02/05/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
05/21/1987 - 11/18/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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