Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Volpe is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Robert has been in the industry since March 14, 2000. Robert is registered with the state of North Carolina and the state of Texas. Robert has several designations, including Certified Financial Planner. Robert offers financial planning services, portfolio management for individuals and businesses, pension consulting, and educational seminars. Robert also provides hourly and fixed rate consultations. Robert has a strong track record of success and is committed to helping clients achieve 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
10/31/2014 - Present
Raymond James Financial Services Advisors, Inc. (HOLLY SPRINGS NC)
NC
03/15/2000 - 10/06/2010
EDWARD JONES (HOLLY SPRINGS NC)
BC
Issued 03/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/08/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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