Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Carrigg has been in the financial industry since July 1, 1996. Carrigg is a Certified Financial Planner and is currently registered with Steward Partners Investment Advisory, LLC, and holds registrations in New Hampshire and Texas. Prior to joining Steward Partners, Carrigg worked for Raymond James Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Carrigg is also a Limited Partner with ASCEND II LP. Carrigg offers financial planning and investment management services to individuals, charitable organizations, businesses, and pension and profit-sharing plans. Carrigg also provides financial consulting services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
03/21/2019 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NH
03/21/2019 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTSMOUTH NH)
NH
06/30/1998 - 03/25/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTSMOUTH NH)
MN
07/27/1995 - 07/23/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/27/1995 - 07/23/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 7/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/1/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 7/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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