Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Burriciello is an investment advisor representative with over 25 years of experience in the financial services industry. Robert has held various positions at several firms, including LPL FINANCIAL LLC, IFMG SECURITIES, INC., and BANC OF AMERICA INVESTMENT SERVICES, INC. Robert is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds the Series 3, 7, 9, 10, 24, 31, 63 and 65 licenses. Robert specializes in portfolio management for businesses and individuals. Robert has a broad range of experience in the financial services industry and is well-equipped to provide investment advice to clients.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
06/17/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MELVILLE NY)
NY
05/27/2008 - 06/10/2011
LPL FINANCIAL LLC (LEVITTOWN NY)
NY
09/07/2007 - 05/27/2008
IFMG SECURITIES, INC. (MINEOLA NY)
NY
10/20/2004 - 08/30/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (PORT JEFFERSON NY)
NY
12/15/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
12/18/1998 - 12/16/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
04/08/1997 - 12/11/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
06/27/1994 - 03/04/1997
STERLING FOSTER & COMPANY, INC. (UNIONDALE NY)
NA
03/28/1994 - 07/05/1994
J. GREGORY & COMPANY, INC.
IA
Issued 05/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/28/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/12/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 03/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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