Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert John Pelliciotta is a financial advisor registered with Truist Advisory Services, Inc. Robert has been in the financial services industry since 2002 and has a variety of licenses and registrations. Robert has held previous positions with firms like BB&T Securities, LLC, BB&T Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Legg Mason Wood Walker, Incorporated. Currently, Robert is registered as an Investment Advisor Representative (IAR) in North Carolina and a Registered Representative (RR) in all 50 U.S. states, as well as Puerto Rico and the U.S. Virgin Islands.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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NC
02/17/2021 - Present
Truist Advisory Services, Inc. (WILMINGTON NC)
VA
01/02/2018 - 06/29/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
03/24/2011 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
10/23/2009 - 03/30/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
11/04/2002 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MD
10/17/2001 - 07/18/2002
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 10/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/29/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/11/2006
Series 4 - Registered Options Principal Examination
BC
Issued 3/4/2006
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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