Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gorham is a financial professional with over 30 years of experience in the financial services industry. He is currently registered with Equitable Advisors, LLC. Robert has a strong background in investments and has held various positions at leading financial institutions. He has expertise in financial planning, portfolio management, and investment advisory services. Robert is committed to providing personalized financial advice and guidance to help 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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2
NY
05/20/2024 - Present
Equitable Advisors, LLC (NEW YORK NY)
NJ
01/20/2022 - 08/04/2023
OPPENHEIMER & CO. INC. (SADDLE BROOK NJ)
NJ
10/01/2019 - 01/24/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)
NY
06/13/2018 - 02/25/2019
T3 TRADING GROUP, LLC (NEW YORK NY)
CT
05/09/2016 - 11/02/2016
COWEN AND COMPANY (Stamford CT)
CT
05/21/2012 - 05/11/2016
CRT CAPITAL GROUP LLC (STAMFORD CT)
NJ
04/21/2008 - 06/15/2012
GLEACHER & COMPANY SECURITIES, INC. (ROSELAND NJ)
NY
05/16/1998 - 09/25/2007
BNY CAPITAL MARKETS INC. (NEW YORK NY)
NY
05/17/1993 - 04/07/1998
COWEN & CO. (NEW YORK NY)
NY
04/30/1991 - 05/14/1993
CEDAR STREET SECURITIES CORP. (NEW YORK NY)
NA
09/14/1989 - 04/30/1991
MABON, NUGENT & CO.
NA
01/21/1987 - 11/29/1988
L. F. ROTHSCHILD & CO. INCORPORATED
BOTH
Issued 10/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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