Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Caselli is an Investment Advisor Representative at Cadaret, Grant & CO., Inc., in Peckville, PA. Robert is a seasoned financial professional with over 40 years of experience in the industry. He has a strong track record of success in providing investment advice and financial planning services to individuals, families, and businesses. Robert holds Series 6, 7, 63 and 65 licenses and is a Chartered Financial Consultant. Robert's primary focus is on providing personalized financial guidance and helping clients achieve their financial goals. He is committed to building long-term relationships with his clients based on trust, transparency, and integrity.
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.
A percentage of the total value of assets under management is charged.
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2
PA
03/25/2024 - Present
Cadaret, Grant & CO., Inc. (PECKVILLE PA)
PA
10/05/1982 - 01/04/2007
PRUCO SECURITIES, LLC. (PECKVILLE PA)
IA
Issued 07/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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