Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Delisanti is a financial advisor with Private Advisor Group, LLC. Robert is a registered investment advisor representative in New York and Texas. He has over 20 years of experience in the financial services industry. Robert holds a Series 66 license which allows him to provide investment advice to individuals and institutions. He also holds Series 6, 7, and SIE licenses. Robert previously worked at American Portfolios Financial Services, Inc. and AXA Advisors, LLC. He offers a variety of financial services, including financial planning, portfolio management, and education seminars.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
07/18/2024 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
NY
12/10/2010 - 03/18/2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Henrietta NY)
NY
12/13/2001 - 12/16/2010
AXA ADVISORS, LLC (ROCHESTER NY)
IA
Issued 08/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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