Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Philip Cautilli is a financial advisor with Wells Fargo Clearing Services, LLC. He has been in the industry since 1992 and holds licenses in Florida and Pennsylvania. Robert has also worked with First Union Brokerage Services, Inc. and First Clearing Corporation. He offers a variety of financial services including financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients. Robert currently provides his services from the Wells Fargo Clearing Services, LLC branch office in Wayne, PA.
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.
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.
Investment consulting services to institutional clients
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
PA
01/21/2004 - Present
Wells Fargo Clearing Services, LLC (WAYNE PA)
NC
05/06/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MO
11/02/1992 - 09/03/1998
FIRST CLEARING CORPORATION (ST. LOUIS MO)
NA
07/13/1987 - 03/16/1988
FIRST INVESTORS CORPORATION
IA
Issued 03/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1992
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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