Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Brunette has been working in the financial industry since 1978 and is currently a Registered Representative with Raymond James Financial Services Advisors, Inc. Robert has a broad range of experience, holding licenses in multiple states and having worked with several financial institutions, including CADARET, GRANT & CO., INC. and Darcy & Co., Inc.. Robert is also a Chartered Financial Consultant and offers financial planning, pension consulting, educational seminars and selection of other advisors to clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
06/14/2021 - Present
Raymond James Financial Services Advisors, Inc. (SYRACUSE NY)
NY
03/02/1994 - 04/28/2005
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
09/03/1992 - 03/14/1994
DARCY & CO., INC. (SYRACUSE NY)
CA
01/14/1986 - 08/10/1992
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
08/16/1977 - 08/30/1985
CIGNA SECURITIES, INC.
IA
Issued 06/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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