Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Palladino is an investment advisor representative with Crestwood Advisors and is registered with the state of Connecticut. Roberto has been in the financial services industry since 2003 and has experience with both investment advising and brokerage services. Roberto has held previous positions at John Hancock Distributors LLC, Rockefeller & Co, Bank Of America NA, Jordan Park Group, and Crestwood Advisors. Roberto has a Series 6, 7, 63, and 65 license and is also a Chartered Financial Analyst. Roberto specializes in providing portfolio management services to individuals, businesses, and charitable organizations.
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.
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.
Family office consulting, credit and cash management solutions, insurance solutions
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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CT
04/17/2023 - Present
Crestwood Advisors (Darien CT)
MA
02/13/2003 - 07/07/2005
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
IA
Issued 06/09/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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