Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Graziano is a financial advisor who has been working in the industry since 2009. Robert is currently registered with Raymond James & Associates, Inc., a firm based in St. Petersburg, Florida. Robert is also registered with the state of New Jersey. Previously, Robert was employed by MORGAN STANLEY and UBS FINANCIAL SERVICES INC. Robert has passed the Series 66, SIE, and Series 7 exams. Robert offers financial planning, portfolio management, and other services to a variety of clients, including individuals, corporations, and institutions. Robert has a strong track record of success and is committed to providing his clients with the highest level of service and expertise.
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.
Please see note in schedule d - miscellaneous
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
NJ
09/24/2021 - Present
Raymond James & Associates, Inc. (HUDSON NJ)
NY
12/23/2011 - 10/08/2021
MORGAN STANLEY (New York NY)
NJ
05/08/2009 - 12/01/2011
UBS FINANCIAL SERVICES INC. (JERSEY CITY NJ)
BOTH
Issued 06/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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