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I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
Associations
- Kiwanis Club of Maui
Director
Kahului, HI - Montessori School of Maui
President/Board of Directors
Makawao, HI
Services
- Asset Management
- Trust Services and Accounting
- Estate Planning
- Wealth Management
- Endowments and Foundations
- Financial Planning
- Fixed Income
- Lending Services
- Retirement Planning
- 529 Plans
- Municipal Bonds
- Long Term Care Insurance
- Cash Management
- Professional Portfolio Management
- Education Planning
- Exchange Traded Funds
- Investment Policy Statements
- 401k Rollovers
- Defined Contribution Plans
Education and Licensing
- Bachelor of Arts, 1982
Gettysburg College
Gettysburg, PA - Series 7 - General Securities Representative, 1985
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent, 1993
- Series 3 - National Commodity Futures
- Life, Variable Annuity & Health Insurance Licensed
Honors and Recognition
- Big Brothers Big Sisters of Maui
Year 2000 Big Brother of the Year - 20 Year Loyal Service Award - Citi Smith Barney
- 1981-1982 Captain Gettysburg College Lacrosse
Business Experience
- 1989
- Present: Morgan Stanley Smith Barney
Second Vice President - Wealth Management
Financial Advisor
Kahului, HI - 1987
- 1988: Hampshire Securities Corp.
Registered Representative
New York, NY - 1985
- 1987: Merrill Lynch Pierce Fenner & Smith
Senior Sales Assistant
New York, NY - 1984
- 1985: AMR Financial Services
Registered Representative
Plainview, NY - 1983
- 1984: Pennsylvania Equities Corp.
Registered Representative
Florham Park, NJ
Bulletin Board
For an Investment Plan as unique as your needs, Request an Appointment, call or email me.
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Robert V. Pellettieri is licensed in the following state(s):
AZ, CA, CO, FL, HI, ID, IL, MA, MD, NJ, NY, OR, TX, VA, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
