Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Castellani is a financial advisor with over 30 years of experience in the financial services industry. Robert has a broad range of experience in financial planning, portfolio management, and insurance. He has been registered with the Securities and Exchange Commission (SEC) since 2001. Robert is currently registered with Lincoln Investment and Capital Analysts. Robert offers a variety of services to individual investors, including financial planning, investment management, and insurance. He has a strong understanding of the financial markets and is committed to providing his clients with personalized advice and strategies to help them reach their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
12/04/2017 - Present
Lincoln Investment (Horsham PA)
AZ
10/29/2002 - 12/14/2017
PRINCIPAL SECURITIES, INC. (PHOENIX AZ)
DE
03/01/2001 - 10/28/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IN
06/24/1998 - 08/11/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/24/1998 - 08/11/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
DE
09/30/1996 - 02/03/1998
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MA
10/20/1993 - 11/04/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
10/20/1993 - 11/04/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
OH
02/16/1990 - 10/13/1993
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
VT
10/24/1986 - 02/21/1990
EQUITY SERVICES, INC. (MONTPELIER VT)
NA
04/25/1986 - 10/28/1986
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/20/1985 - 05/01/1986
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BOTH
Issued 03/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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