Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Petrocine is a financial advisor with over 40 years of experience in the financial services industry. Robert is currently registered with Equitable Advisors, LLC and has been with the firm since January 2020. Before joining Equitable Advisors, LLC, Robert worked with Ameriprise Financial Services, Inc. from March 2011 to January 2020. Robert has a strong background in providing financial planning and investment management services to individuals, families, and businesses. Robert is committed to helping clients achieve their financial goals.
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.
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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2
NJ
02/19/2024 - Present
Equitable Advisors, LLC (VERONA NJ)
NJ
03/18/2011 - 01/30/2020
AMERIPRISE FINANCIAL SERVICES, INC. (SADDLE BROOK NJ)
NJ
06/01/2009 - 02/28/2011
MORGAN STANLEY SMITH BARNEY (SHORT HILLS NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SHORT HILLS NJ)
NJ
05/23/1988 - 04/02/2007
MORGAN STANLEY DW INC. (SHORT HILLS NJ)
NA
08/01/1984 - 05/12/1988
PHILIPS, APPEL & WALDEN, INC.
NA
03/06/1984 - 09/05/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
02/11/1982 - 04/02/1984
PRUDENTIAL-BACHE SECURITIES INC.
NA
06/16/1980 - 02/14/1982
NORTHFIELD INVESTMENTS INC.
NA
04/23/1980 - 06/07/1980
FIRST JERSEY SECURITIES, INC.
IA
Issued 09/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/1983
Series 3 - National Commodity Futures Examination
BC
Issued 04/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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