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 Depalo is a Registered Representative and Investment Advisor Representative with Park Avenue Securities LLC. Robert is a highly experienced financial professional with over 17 years in the industry. Robert has extensive experience in providing financial planning and investment management services to individuals, businesses, and charitable organizations. Robert is committed to providing his clients with personalized and comprehensive financial guidance. Robert has held previous positions at NYLIFE Securities LLC and MCBARRON CAPITAL LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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NY
06/25/2019 - Present
Park Avenue Securities LLC (GARDEN CITY NY)
NY
12/14/2015 - 05/04/2016
NYLIFE SECURITIES LLC (NEW YORK NY)
CT
03/14/2008 - 11/25/2015
MCBARRON CAPITAL LLC (GREENWICH CT)
NY
05/02/2007 - 02/06/2008
ARJENT LTD. (NEW YORK NY)
CT
01/12/2007 - 05/02/2007
ARJENT SERVICES LLC (GREENWICH CT)
BOTH
Issued 04/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2011
Series 4 - Registered Options Principal Examination
BC
Issued 02/08/2011
Series 24 - General Securities Principal Examination
BC
Issued 11/16/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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