Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Deiana is a financial advisor at Lighthouse Financial, LLC in MARBLEHEAD, MA. Robert has been in the industry since 2001 and has experience working with individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations. Robert is a licensed insurance agent for annuities, life, health, and long-term care insurance through various unaffiliated insurance companies. Robert specializes in providing financial planning, pension consulting, and portfolio management services to individuals.
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.
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
MA
09/29/2021 - Present
Lighthouse Financial, LLC (MARBLEHEAD MA)
MA
08/12/2013 - 07/17/2017
EDWARD JONES (MARBLEHEAD MA)
MA
11/03/2006 - 06/28/2013
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
02/16/2001 - 10/30/2003
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
12/23/1997 - 03/01/2000
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
BOTH
Issued 10/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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