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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 Charles Eising is a registered Investment Advisor Representative with Cannell & Spears LLC. Robert Charles Eising has been in the financial industry since 1999 and has experience at BEAR WAGNER SPECIALISTS LLC, WAGNER STOTT MERCATOR, L.L.C., and Peter B. Cannell & Co., Inc.. He is registered in New York and is a Series 63, Series 7, Series 21 and Series 25 qualified. Robert Charles Eising provides advisory services which include Financial Planning, Selection of other advisers, Portfolio management for individuals, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, and Portfolio management for businesses. Cannell & Spears LLC is a registered investment advisor with the SEC. The firm has offices in New York.
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.
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.
Strategic management for diversified investment portfolios.
Review of asset allocation
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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NY
03/27/2024 - Present
Cannell & Spears LLC (NEW YORK NY)
NY
04/23/2001 - 07/15/2004
BEAR WAGNER SPECIALISTS LLC (NEW YORK NY)
NY
11/16/1998 - 04/23/2001
WAGNER STOTT MERCATOR, L.L.C. (NEW YORK NY)
BC
Issued 04/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2000
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 04/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/14/1999
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
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