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Robert Joseph Fiore Jr

WORLD INVESTMENTS
Pompano Beach, FL
·CRD# 2244321·34 years experience

Professional Summary

Robert Joseph Fiore JR is a registered financial advisor 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.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

34 years in the financial services industry

Current & Past Employments

Current

WORLD INVESTMENTS, LLCCurrent·CRD# 20626
BD
Pompano Beach, FL
February 7, 2012 - Present

Past

WORLD INVESTMENTS, LLCPast·CRD# 20626
RIA
Lincroft, NJ
June 4, 2012 - October 9, 2025
SAXONY SECURITIES, INC.Past·CRD# 115547
BD
Lakewood, NJ
July 20, 2011 - October 10, 2011
OSAIC WEALTH, INC.Past·CRD# 23131
RIA
Lakewood, NJ
June 14, 2011 - July 22, 2011
OSAIC WEALTH, INC.Past·CRD# 23131
BD
Lakewood, NJ
January 14, 2005 - July 22, 2011
CITIGROUP GLOBAL MARKETS INC.Past·CRD# 7059
BD
New York, NY
June 30, 2003 - December 16, 2004
NEW WORLD FINANCIAL, INC.Past·CRD# 47747
BD
Marbella
May 7, 2002 - June 20, 2003
PACIFIC CONTINENTAL SECURITIES CORPORATIONPast·CRD# 2398
BD
Beverly Hills, CA
October 22, 1998 - May 10, 2000
U.S. SECURITIES & FUTURES CORP.Past·CRD# 36045
BD
New York, NY
November 5, 1996 - October 6, 1997
THE INVESTMENT CENTER, INC.Past·CRD# 17839
BD
Bedminster, NJ
August 24, 1995 - August 2, 1996
THE WELLINGTON GROUP, INC.Past·CRD# 17814
BD
New York, NY
February 17, 1994 - May 5, 1995
H.J. MEYERS & CO., INC.Past·CRD# 15609
BD
Rochester, NY
June 12, 1992 - March 18, 1994

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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)

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)

Registered to provide investment advisory services in 0 US states and territories.

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 Accounts

4,697

AUM (Assets Under Management)

$1,734,780,346

Disclosures

Regulatory Event

4

Arbitration

2

Bond

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(2/9/2012)
RR
New Jersey
(6/4/2012)
RR
New York
(9/6/2012)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2011About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1992About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 1992About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Nov 1994About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

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

CRS (Customer Relationship Summary)

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