Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Paul Decaro is a financial advisor currently registered with Lincoln Investment. Robert has been in the financial industry since 2005 and has held previous positions with LEGEND EQUITIES CORPORATION, C C F INVESTMENTS, INC., PFS INVESTMENTS INC. and DOWLING & PARTNERS SECURITIES LLC. Robert is licensed to provide financial advice in Connecticut, Florida, Hawaii, Indiana, Iowa, Massachusetts, Nevada, New Hampshire, New Mexico, North Carolina, Ohio, Rhode Island, South Carolina and Vermont. Robert has passed the Series 6, Series 7, Series 26, Series 63 and Series 65 exams. Robert is also registered as an Investment Advisor Representative. Robert has been with Lincoln Investment since 2012.
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.
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.
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2
MA
05/02/2012 - Present
Lincoln Investment (WORCESTER MA)
MA
02/03/2009 - 04/30/2012
LEGEND EQUITIES CORPORATION (WORCESTER MA)
MA
01/11/2007 - 01/29/2009
C C F INVESTMENTS, INC. (MILLBURY MA)
GA
04/29/2005 - 01/08/2007
PFS INVESTMENTS INC. (DULUTH GA)
CT
01/17/2001 - 04/24/2001
DOWLING & PARTNERS SECURITIES LLC (FARMINGTON CT)
IA
Issued 04/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/24/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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