Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Depalma is a financial advisor with over 20 years of experience in the financial industry. Robert has a Series 7, Series 66, and SIE license. Robert is currently registered with Raymond James Financial Services Advisors, Inc. and is licensed in Arizona, California, Colorado, Delaware, Florida, Maryland, Massachusetts, Michigan, Missouri, Montana, Nebraska, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Virginia, and West Virginia. Robert also has prior experience with Patrick Capital Markets, LLC, Niagara International Capital Limited, Cohen & Company Securities, LLC, M.J. Whitman LLC, and TCW Brokerage Services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
09/12/2024 - Present
Raymond James Financial Services Advisors, Inc. (GREENSBURG PA)
CT
12/06/2013 - 12/31/2017
PATRICK CAPITAL MARKETS, LLC (New Canaan CT)
NY
07/26/2010 - 12/31/2011
NIAGARA INTERNATIONAL CAPITAL LIMITED (NEW YORK NY)
NY
06/15/2009 - 07/15/2010
COHEN & COMPANY SECURITIES, LLC (NEW YORK NY)
NY
05/18/2007 - 11/05/2008
M.J. WHITMAN LLC (SARATOGA SPRINGS NY)
CA
11/21/2000 - 04/16/2007
TCW BROKERAGE SERVICES (LOS ANGELES CA)
BOTH
Issued 02/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Depalma is the right advisor for you? Invested Better is here to help.
