Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert David Kanzer is a financial advisor who has been active in the industry since 2002. He has a wide range of experience, including working with Janney Montgomery Scott LLC since 2018, and previously at Prager & Co., LLC, Citigroup Global Markets Inc., First Albany Capital Inc., and Bear, Stearns & Co. Inc.. Robert David Kanzer has also passed the Series 7, Series 50, and Series 63 exams and is registered with the Financial Industry Regulatory Authority (FINRA) and in 25 states. He specializes in a variety of areas, including investments, financial planning, and retirement planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NY
11/29/2018 - Present
Janney Montgomery Scott LLC (NEW YORK NY)
NY
04/19/2012 - 11/29/2018
PRAGER & CO., LLC (NEW YORK NY)
NY
10/29/2004 - 03/14/2012
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/11/2003 - 10/26/2004
FIRST ALBANY CAPITAL INC. (NEW YORK NY)
NY
06/19/2002 - 08/22/2003
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 03/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 06/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robert Kanzer is the right advisor for you? Invested Better is here to help.
