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 Marchesano is a financial advisor with Truist Advisory Services, Inc., located in Chesapeake, VA. Robert has been working in the financial industry since 2002. Robert is registered with FINRA as a registered representative and holds the following licenses: Series 7, Series 24, Series 55, and Series 63. Robert also holds the SIE and Series 66 licenses. Robert is a Certified Financial Planner. Robert has previously worked with BB&T Securities, LLC, BB&T Investment Services, Inc., Chase Investment Services Corp., WorldCo, L.L.C., and Spear, Leeds & Kellogg, L.P.. Robert's experience includes working with individuals, high-net-worth individuals, corporations, and retirement plans.
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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VA
03/02/2021 - Present
Truist Advisory Services, Inc. (CHESAPEAKE VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
04/12/2010 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (PORTSMOUTH VA)
NY
04/07/2006 - 04/14/2010
CHASE INVESTMENT SERVICES CORP. (GLENDALE NY)
NY
07/15/2002 - 12/19/2002
WORLDCO, L.L.C. (NEW YORK NY)
NY
09/25/1998 - 03/18/2002
SPEAR, LEEDS & KELLOGG, L.P. (NEW YORK NY)
BOTH
Issued 04/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1998
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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