Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allan Mann is a financial advisor with over 25 years of experience in the industry. Robert is currently registered with B. Riley Wealth Advisors, Inc. and has been with the firm since 2022. Prior to that, Robert was with National Securities Corporation for four years, Maxim Group LLC for 11 years, and Kirlin Securities Inc. for seven years. Robert has a diverse background in financial services, including experience with investment advisory services, financial planning, and portfolio management. Robert is dedicated to providing clients with personalized financial advice and guidance to help them 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
01/31/2020 - Present
B. Riley Wealth Advisors, Inc. (PLAINVIEW NY)
NY
07/17/2018 - 07/22/2022
NATIONAL SECURITIES CORPORATION (PLAINVIEW NY)
NY
02/27/2007 - 07/26/2018
MAXIM GROUP LLC (WOODBURY NY)
NY
11/16/2005 - 03/01/2007
S.W. BACH & COMPANY (PORT WASHINGTON NY)
NY
03/09/1998 - 12/05/2005
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
05/30/1997 - 03/13/1998
CAMBRIDGE CAPITAL, LLC (GARDEN CITY NY)
NY
03/12/1997 - 05/29/1997
GKN SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 11/22/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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