Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Rowley is a financial advisor with over 25 years of experience in the industry. Robert is currently registered with Cadaret, Grant & CO., Inc. in Syracuse, NY. Robert also has previous experience with several firms including Securities America, Inc. in LaVista, NE, Triad Advisors LLC in Atlanta, GA and Western International Securities, Inc. in Pasadena, CA. Robert is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
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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2
NY
06/05/2024 - Present
Cadaret, Grant & CO., Inc. (SYRACUSE NY)
NE
02/10/2022 - 04/26/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
GA
02/10/2022 - 04/26/2024
TRIAD ADVISORS LLC (ATLANTA GA)
AZ
02/09/2022 - 04/26/2024
OSAIC WEALTH, INC. (SCOTTSDALE AZ)
MN
02/10/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
02/10/2022 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
02/10/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NY
06/14/2021 - 11/29/2021
EQUITABLE ADVISORS, LLC (WOODBURY NY)
NY
10/26/1998 - 02/24/2020
BNY MELLON SECURITIES CORPORATION (UNIONDALE NY)
NY
09/27/2002 - 07/02/2007
MBSC, LLC (UNIONDALE NY)
RI
04/03/1998 - 07/21/1998
SURETRADE INC. (LINCOLN RI)
NY
05/07/1997 - 02/03/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/01/1996 - 05/20/1997
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
01/23/1995 - 06/14/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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