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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dunkin is an investment advisor representative with Cresset Asset Management, LLC. Robert is based in West Palm Beach, Florida and has been in the industry since 2010. Robert has passed the Series 66, Series 7 and SIE exams. Robert is registered with FINRA as a representative of Cresset Asset Management, LLC, in Florida and Texas. Robert previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Robert has experience with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pooled investment vehicles.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
11/13/2018 - Present
Cresset Asset Management, LLC (West Palm Beach FL)
FL
09/08/2010 - 08/03/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH FL)
BOTH
Issued 09/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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