Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Pujia is a financial professional with over 20 years of experience in the financial services industry. Robert is currently registered with Coppell Advisory Solutions LLC in Mechanicsburg, PA. Robert previously worked with PNC INVESTMENTS, JOHN HANCOCK FUNDS, LLC, ING FUNDS DISTRIBUTOR, LLC, and SUNAMERICA SECURITIES, INC. Robert provides financial planning, portfolio management for individuals, and selection of other advisers. Robert has also held Fixed Insurance Sales positions, offering Fixed Annuities and Life Insurance.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
02/29/2012 - Present
Coppell Advisory Solutions LLC (MECHANICSBURG PA)
PA
08/09/2010 - 02/08/2012
PNC INVESTMENTS (BRIDGEVILLE PA)
MA
01/23/2008 - 03/23/2009
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
CT
05/11/2004 - 01/14/2008
ING FUNDS DISTRIBUTOR, LLC (WINDSOR CT)
AZ
08/26/2002 - 05/07/2004
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 12/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Robert Pujia is the right advisor for you? Invested Better is here to help.
