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Robert J. Fiore

WORLD INVESTMENTS
Pompano Beach, FL
Some features on this profile are disabled
CRD#: 2244321
RF

Professional summary

Robert Joseph Fiore JR is a registered financial professional currently at WORLD INVESTMENTS, LLC located in Pompano Beach, Florida.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1992. Robert has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.RETIREMENT RESOURCES, LLC 2811 NE 7th St, Pompano Beach, FL 33062 PRESIDENT EST. 1/01/2009 TO PRESENT INSURANCE AND MORTGAGES, PROCESS APPLICATION, RECOMMEND PRODUCTS AND FILE PAPERWORK. CHECKBOOK BUSINESS EXPENSES, PAYROLL HAS THE DBA: THE FIORE GROUP FOR PROP AND CASUALTY INSURANCE. 2.THE FIORE GROUP DBA PROP & CAS INS, SALES AND SERVICE 2811 NE 7th St, Pompano Beach, FL 33062 2012-PRESENT, INSURANCE PRODUCER 3.TFS INSURANCE AGENCY 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ INSURANCE PRODUCER; SALES AND SERVICE, FIXED, LIFE & HEALTH 8 HOURS PER WEEK.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Robert Joseph Fiore JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 7, 2012 - Present

WORLD INVESTMENTS, LLC

BD
CRD#: 20626
Pompano Beach, FL
Past

June 4, 2012 - October 9, 2025

WORLD INVESTMENTS, LLC

RIA
CRD#: 20626
LINCROFT, NJ
Past

July 20, 2011 - October 10, 2011

SAXONY SECURITIES, INC.

BD
CRD#: 115547
LAKEWOOD, NJ
Past

June 14, 2011 - July 22, 2011

OSAIC WEALTH, INC.

RIA
CRD#: 23131
LAKEWOOD, NJ
Past

January 14, 2005 - July 22, 2011

OSAIC WEALTH, INC.

BD
CRD#: 23131
LAKEWOOD, NJ
Past

June 30, 2003 - December 16, 2004

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

May 7, 2002 - June 20, 2003

NEW WORLD FINANCIAL, INC.

BD
CRD#: 47747
MARBELLA,
Past

October 22, 1998 - May 10, 2000

PACIFIC CONTINENTAL SECURITIES CORPORATION

BD
CRD#: 2398
BEVERLY HILLS, CA
Past

November 5, 1996 - October 6, 1997

U.S. SECURITIES & FUTURES CORP.

BD
CRD#: 36045
NEW YORK, NY
Past

August 24, 1995 - August 2, 1996

THE INVESTMENT CENTER, INC.

BD
CRD#: 17839
BEDMINSTER, NJ
Past

February 17, 1994 - May 5, 1995

THE WELLINGTON GROUP, INC.

BD
CRD#: 17814
NEW YORK, NY
Past

June 12, 1992 - March 18, 1994

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(2/9/2012)
RR
New Jersey
(6/4/2012)
RR
New York
(9/6/2012)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/4/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/20/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/11/1992
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/18/1994
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

WI
WORLD INVESTMENTS, LLC
COLTS NECK WHY T&T SECURITIES, INC. | WORLD INVESTMENTS, LLC | WORLD INVESTMENTS, INC. | WORLD ADVISORY SERVICES | TFS WEALTH MANAGEMENT | TFS SECURITIES, INC. | TFS POTFOLIO ADVISORY SERVICES | TFS PORTFOLIO ADVISORY SERVICES,DIVISION OF TFS SECURITIES, INC. | TFS PORTFOLIO ADVISORY SERVICES, A DIVISION OF TFS SECURITIES, INC. | TFS PORTFOLIO ADVISORY SERVICES | TFS ADVISORY SERVICES | NASD SPELLING ERROR - POTFOLIO SHOULD BE PORTFOLIO | INNOVATIVE MARKET TRENDS | FREEMAN & VANNAUKER | FFP WEALTH MANAGEMENT

CRD#: 20626 / SEC#: 801-56426, 8-38377

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
437 Newman Springs Road, Lincroft, NJ 07738
Mailing Address
437 Newman Springs Road, Lincroft, NJ 07738
Phone number
(732) 758-9300
Established
New Jersey since 09/30/2025
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
217

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

WORLD ADVISORY SERVICES ADV PART 2 FIRM BROCHURE 2025 (3/31/2025)

Direct owners and executive officers

NamePositionCRD#
WIA CORPORATE BUYER, LLCSHAREHOLDER
CARTER, ANA ROUMENOVAFINOP4424794
CURLEY, JONATHAN EPRESIDENT827148
TOOLE, BARRY PCCO3142901

Regulatory assets under management

Total Number of Accounts4,697
AUM (Assets Under Management)$ 1,734,780,346

Disclosures

Regulatory Event3
Arbitration2
Bond1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WORLD INVESTMENTS, LLC

CRD#: 20626Pompano Beach, FL

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