Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Cannon is an Investment Advisor Representative with Simplicity Wealth. Robert has been in the industry since 1991 and holds Series 7, 63, 66 and 55 licenses. Robert has previously held roles at various firms including STOCK USA INVESTMENTS, INC, PARKER FINANCIAL CORP., HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C., ANDOVER BROKERAGE, L.L.C., FASCO INTERNATIONAL, INC., FIRST SECURITIES USA, INC., ROUND HILL SECURITIES, INC., CHATFIELD DEAN & CO., INC., REDSTONE SECURITIES, INC., SAPERSTON FINANCIAL INC., VISION INVESTMENT GROUP, INC., BUTTONWOOD SECURITIES, INC. and ROYCE INVESTMENT GROUP, INC. Robert is currently registered with the state of Connecticut and New York. Robert specializes in providing financial planning, investment management for individuals, businesses, and portfolio management for investment companies. Robert is also a licensed insurance agent with Cannon Wealth Solutions Inc.
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.
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
CT
06/02/2023 - Present
Simplicity Wealth (Riverside CT)
NY
03/04/2009 - 05/27/2009
STOCK USA INVESTMENTS, INC (KATONAH NY)
NY
12/18/2006 - 02/28/2007
PARKER FINANCIAL CORP. (VALLEY COTTAGE NY)
NY
08/27/2003 - 11/23/2004
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (NEW YORK NY)
NY
01/23/2002 - 12/17/2002
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
NY
04/12/2001 - 05/10/2001
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
CA
02/03/2000 - 11/28/2000
FASCO INTERNATIONAL, INC. (WALNUT CA)
CA
11/05/1997 - 06/30/1999
FASCO INTERNATIONAL, INC. (WALNUT CA)
CA
08/11/1997 - 09/08/1997
FIRST SECURITIES USA, INC. (IRVINE CA)
CA
08/14/1995 - 11/20/1995
ROUND HILL SECURITIES, INC. (ALAMO CA)
CO
10/06/1994 - 11/03/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
TX
08/23/1994 - 10/03/1994
REDSTONE SECURITIES, INC. (DALLAS TX)
NY
07/12/1994 - 08/26/1994
SAPERSTON FINANCIAL INC. (BUFFALO NY)
NA
08/12/1994 - 08/23/1994
VISION INVESTMENT GROUP, INC.
NY
07/22/1993 - 07/19/1994
BUTTONWOOD SECURITIES, INC. (NEW YORK NY)
NY
07/18/1991 - 08/28/1991
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
BOTH
Issued 10/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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