Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alimena is a financial advisor with Procyon Advisors, LLC. Robert has been in the financial services industry for over 17 years and has a Series 6, Series 7 and SIE licenses. Robert is also a Certified Financial Planner. Robert's prior experience includes working at GFA Securities, LLC, USAA Financial Advisors, Inc., Money Concepts Capital Corp, and Waddell & Reed, Inc. Robert has a strong focus on financial planning, portfolio management and selection of other advisors. Robert primarily works with high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans. Robert is registered in New York and has been with Procyon Advisors, LLC since 2022.
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.
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
10/06/2022 - Present
Procyon Advisors, LLC (MELVILLE NY)
NY
04/28/2014 - 04/08/2015
GFA SECURITIES, LLC (NEW YORK NY)
MA
03/14/2011 - 03/30/2012
USAA FINANCIAL ADVISORS, INC. (NEEDHAM MA)
MA
08/05/2010 - 02/24/2011
MONEY CONCEPTS CAPITAL CORP (BOSTON MA)
NY
02/16/2007 - 07/28/2010
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
KS
06/13/2005 - 09/15/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 06/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/10/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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