Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Benshadle is a financial advisor who has been in the industry for over 35 years. He is currently registered with Principal Securities, Inc., and has previously worked with several other firms including Cadaret, Grant & Co., Inc., Cambridge Investment Research, Inc., and Park Avenue Securities LLC. Robert holds Series 6 and Series 63 licenses, in addition to the SIE. He is registered in New York and Georgia. He has experience working with individuals, high-net-worth individuals, and businesses. His areas of expertise include financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NY
10/29/2024 - Present
Principal Securities, Inc. (AMHERST NY)
NY
03/02/2016 - 09/24/2018
CADARET, GRANT & CO., INC. (Amherst NY)
NY
07/22/2011 - 12/31/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (AMHERST NY)
NY
07/20/2010 - 06/30/2011
ENSEMBLE FINANCIAL SERVICES, INC. (AMHERST NY)
NY
05/17/2007 - 07/08/2010
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
09/08/2006 - 03/30/2007
WALL STREET FINANCIAL GROUP, INC. (GETZVILLE NY)
NY
05/12/1995 - 07/26/2006
SIGNATOR INVESTORS, INC. (WILLIAMSVILLE NY)
MA
05/12/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
08/20/1993 - 03/24/1995
G. R. PHELPS & CO., INC.
NJ
05/08/1986 - 08/10/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 09/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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