Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Anastasi is a financial advisor with over 25 years of experience in the industry. He is currently registered with Raymond James & Associates, Inc. and has been with the firm since 1999. His expertise spans across various financial services, including investment banking, securities, and research analysis. Robert is dedicated to providing personalized financial guidance to individuals, businesses, and institutions. He holds several licenses and certifications, demonstrating his commitment to professional development and client service.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
12/16/2021 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
GA
09/10/1999 - 12/31/2019
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
GA
04/10/1995 - 08/27/1999
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
BC
Issued 10/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2003
Series 24 - General Securities Principal Examination
BC
Issued 08/16/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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