Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Frank Cafaro is a financial advisor with over 40 years of experience in the financial services industry. Robert is registered with Wells Fargo Clearing Services, LLC and has been with them since 2008. Robert is also registered with the state of Florida. Prior to joining Wells Fargo, Robert worked with A. G. Edwards & Sons, Inc. and Shearson Lehman Hutton Inc. Robert has a wide range of experience and specializes in portfolio management for individuals and businesses, financial planning, and investment consulting services. Robert is committed to providing his clients with personalized financial advice and guidance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
1
2
FL
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (CORAL GABLES FL)
FL
01/15/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CORAL GABLES FL)
NY
11/26/1979 - 01/24/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
01/29/1979 - 11/26/1979
LOEB PARTNERS
IA
Issued 05/25/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 01/20/1979
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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