![Robert Paventi, financial advisor Staten Island NY](/img/ws/profile-blank-sq.png)
Robert Paventi (CRD# 1865265) is an Investment Advisor Representative working at Santander Securities in Staten Island, NY and has over 28 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
![Mostafa Aamer, financial advisor Staten Island NY](/img/ws/profile-blank-sq.png)
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![Jules Abbosh, financial advisor Staten Island NY](/img/ws/profile-blank-sq.png)
CRD# 5784181
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Santander Securities, LLC | Dorchester, MA | Jan 2023 - Current | 1 |
Santander Bank, Na | Boston, MA | Nov 2011 - Current | 12 |
Santander Securities, LLC | Dorchester, MA | Sep 2012 - Jan 2023 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1996 |
S65 | NASAA Investment Advisors Law Examination | Jun 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management2,130MILLIONS
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Total Number of Accounts9,813ACCOUNTS
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Average Account Value$217,092
- A percentage of assets under your management
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