Unclaimed
Robert Michael Dipuppo is a financial advisor with over 40 years of experience in the financial services industry. Robert has been a registered representative with Stonex Securities Inc. since 2012. Previously, Robert held positions at Synergy Investment Group, LLC, Gunnallen Financial, Inc, Raymond James Financial Services, Inc., PaineWebber Incorporated and Tucker, Anthony & R. L. Day, Inc. Robert holds the Series 7 and Series 63 securities licenses. Robert is registered in 12 states including Delaware, Florida, Maryland, Missouri, New Hampshire, New Jersey, North Carolina, Pennsylvania, South Carolina, Texas, Utah, and Virginia.
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.
1
2
PA
02/22/2012 - Present
Stonex Securities Inc. (Exton PA)
PA
03/15/2010 - 03/07/2012
SYNERGY INVESTMENT GROUP, LLC (KING OF PRUSSIA PA)
PA
06/27/2008 - 12/18/2009
GUNNALLEN FINANCIAL, INC (KING OF PRUSSIA PA)
PA
04/14/1988 - 05/28/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (KING OF PRUSSIA PA)
NA
11/01/1984 - 04/30/1988
PAINEWEBBER INCORPORATED
NA
12/07/1981 - 11/05/1984
TUCKER, ANTHONY & R. L. DAY, INC.
NA
01/19/1980 - 12/14/1981
J.C. BRADFORD & CO.
BC
Issued 02/01/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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