Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Porter Pretopapa is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with LPL Financial LLC and holds Series 7, 24, and 66 licenses. Robert has also earned the Certified Financial Planner designation. Prior to joining LPL Financial LLC, Robert worked at PNC INVESTMENTS and American Express Financial Advisors Inc. Robert provides a wide range of financial services to individuals, families, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
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2
PA
09/25/2013 - Present
LPL Financial LLC (ALLENTOWN PA)
PA
03/09/2005 - 04/15/2008
PNC INVESTMENTS (EASTON PA)
MN
03/24/2003 - 11/18/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/24/2003 - 11/18/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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