Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sileo is a financial advisor with over 25 years of experience in the industry. Robert currently works with Western International Securities, Inc., a firm with a strong focus on providing comprehensive financial planning and investment management services to individuals, families, and businesses. Robert has a wide range of experience in helping clients achieve their financial goals, including retirement planning, college savings, and wealth management. Robert is a CERTIFIED FINANCIAL PLANNER™ professional. Robert is also a registered representative with FINRA and holds the Series 3, 7, and 63 licenses, as well as the SIE exam and Uniform Investment Advisor Law Examination (Series 65).
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.
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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2
CA
09/26/2023 - Present
Western International Securities, Inc. (Newport Beach CA)
NY
07/23/2007 - 12/31/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
MO
10/01/2000 - 12/31/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
04/06/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MA
05/05/1998 - 12/14/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
FL
08/20/1997 - 03/03/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NA
09/28/1994 - 08/18/1997
NATIONSSECURITIES
IA
Issued 11/29/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2007
Series 3 - National Commodity Futures Examination
BC
Issued 09/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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