Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Magnacca is a financial advisor with Empower Advisory Group, LLC, based in Waltham, MA. Robert has been in the financial services industry since 1996 and has experience in both investment advisory and broker-dealer services. Robert is registered with both FINRA and the state of Massachusetts as an investment advisor. Robert is also registered with the states of Connecticut, New Hampshire, and Rhode Island as a broker-dealer. Robert has a wide range of experience in financial planning and portfolio management, and he has worked with a variety of clients, including individuals, families, and businesses.
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.
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.
1
2
CO
01/20/2022 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
MA
10/13/2015 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WALTHAM MA)
MA
12/18/2014 - 09/28/2015
TD AMERITRADE, INC. (QUINCY MA)
CT
03/31/2006 - 08/08/2007
MML DISTRIBUTORS, LLC (ENFIELD CT)
RI
07/26/1996 - 06/17/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
01/22/1996 - 07/24/1996
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
SC
06/16/1994 - 02/07/1996
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
SC
07/01/1992 - 08/23/1993
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
SC
12/16/1989 - 09/04/1990
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
05/09/1989 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
12/14/1988 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
03/13/1989 - 04/08/1989
PRUCO SECURITIES CORPORATION
NA
03/13/1989 - 04/08/1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BC
Issued 01/09/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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