Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Birardi is a financial professional with over 20 years of experience in the industry. Roberto is currently registered with Aegis Capital Corp. and is licensed in Florida, Massachusetts, New Jersey, and New York. Roberto has a strong background in financial planning, portfolio management, and securities. Roberto is committed to providing clients with personalized financial advice and guidance to help them 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.
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.
A percentage of the total value of assets under management is charged.
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NY
03/12/2010 - Present
Aegis Capital Corp. (MELVILLE NY)
NY
12/12/2003 - 03/23/2010
GUNNALLEN FINANCIAL, INC (HOWARD BEACH NY)
BC
Issued 06/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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