Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Rocco La Spada is an investment advisor representative registered with Advisor Share Wealth Management in Nevada. Robert has been in the financial services industry for over 40 years. Robert previously worked for firms such as Midamerica Financial Services, Inc., Money Concepts Capital Corp, and WMA Securities, Inc. Robert holds Series 7, Series 1, Series 24, and Series 66 licenses. Robert specializes in Portfolio management for individuals and businesses. Robert has been a Registered Investment Advisor for over 15 years. Robert's areas of specialization are financial planning, pension consulting, and selection of other advisors.
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.
Comprehensive asset management platform provider
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.
Investment platform fees
1
2
NV
01/01/2025 - Present
Advisor Share Wealth Management (Las Vegas NV)
NV
07/05/2011 - 05/07/2013
MIDAMERICA FINANCIAL SERVICES, INC. (LAS VEGAS NV)
NV
06/03/2010 - 07/06/2011
MONEY CONCEPTS CAPITAL CORP (LAS VEGAS NV)
GA
07/23/1999 - 03/31/2000
WMA SECURITIES, INC. (DULUTH GA)
CA
07/21/1975 - 08/15/1997
LONG SECURITIES CORPORATION (GLENDALE CA)
NA
12/28/1973 - 07/09/1975
SMITH TECHNIVEST, INC.
NA
11/24/1971 - 07/31/1974
HARVEY ASSOCIATES, INC.
NA
03/09/1970 - 11/14/1971
AMERICAN PACIFIC DISTRIBUTORS, INC.
BOTH
Issued 07/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2011
Series 24 - General Securities Principal Examination
BC
Issued 06/01/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1969
Series 1 - Registered Representative Examination
Active
Inactive
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