Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Fahey is a financial professional with over 40 years of experience in the industry. Robert currently works for Cadaret, Grant & CO., Inc. as a registered representative and investment advisor. He is a licensed financial professional and has a series 6, 26 and 63 license. Robert specializes in working with individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. He provides financial planning, portfolio management, and pension consulting services. Robert has a strong commitment to client service and is dedicated to helping clients achieve their financial goals.
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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NY
12/21/2023 - Present
Cadaret, Grant & CO., Inc. (Williamsville NY)
VT
01/07/1982 - 06/23/2003
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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