Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Petrillo is a financial advisor with Raymond James Financial Services Advisors, Inc. Robert has over 30 years of experience in the financial services industry and holds a variety of licenses and registrations, including Series 7, 24, 31, 51, 63, and 65. Robert has been registered with Raymond James Financial Services Advisors, Inc. since January 2009. Previously, Robert was registered with Leonard & Company and A. G. Edwards & Sons, Inc. Robert provides a variety of financial services, including financial planning, portfolio management, and educational 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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MI
09/03/2010 - Present
Raymond James Financial Services Advisors, Inc. (HIGHLAND MI)
MI
05/06/1998 - 10/02/2000
LEONARD & COMPANY (TROY MI)
MO
10/28/1991 - 04/16/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/25/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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