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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Angelo is an investment advisor representative associated with Pgim Investments Llc in Scottsdale, AZ. Robert has been in the financial services industry since February 28, 2004, and is registered with the state of Arizona as both a broker-dealer and an investment advisor. Robert previously worked for Blackrock Investments, LLC and Citigroup Global Markets Inc. Robert is a licensed Series 7, 63, 25 and 65 and SIE exam holder.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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AZ
04/10/2015 - Present
Pgim Investments LLC (SCOTTSDALE AZ)
NJ
05/29/2007 - 03/10/2015
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
NJ
08/23/2004 - 05/22/2007
CITIGROUP GLOBAL MARKETS INC. (RED BANK NJ)
NJ
06/18/2004 - 07/26/2004
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NJ
01/13/2004 - 06/18/2004
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
IA
Issued 02/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2005
Series 25 - NYSE Trading Assistant Examination
BC
Issued 01/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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