Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Porcellino is a financial professional with over 30 years of experience in the financial services industry. Robert has been registered with First Trust Portfolios LP since January 6, 1992 and has a Series 7, Series 24 and Series 63 license. Previously, Robert was registered with Donaldson, Lufkin & Jenrette Securities Corporation from November 21, 1986 to November 6, 1991. Robert is currently registered in Illinois.
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.
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IL
01/06/1992 - Present
First Trust Portfolios LP (WHEATON IL)
NJ
11/21/1986 - 11/06/1991
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 01/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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