Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Greene Canavan is a financial advisor with Pure Financial Advisors, LLC. Robert has been in the financial services industry for over 20 years, and has a proven track record of success. Robert specializes in providing financial planning and investment management services to individuals, families, and businesses. Robert is also a Certified Financial Planner. Robert has held previous positions at Fidelity Brokerage Services LLC, B. Riley & Co., LLC, National Financial Services LLC, The Benchmark Company, LLC, BrokerageAmerica, LLC, NDB Capital Markets, LP and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
1
2
CA
02/18/2021 - Present
Pure Financial Advisors, LLC (SAN DIEGO CA)
CA
06/28/2013 - 03/08/2018
FIDELITY BROKERAGE SERVICES LLC (TORRANCE CA)
CA
02/15/2011 - 03/26/2013
B. RILEY & CO., LLC (LOS ANGELES CA)
CA
05/12/2006 - 01/07/2011
NATIONAL FINANCIAL SERVICES LLC (SAN FRANCISCO CA)
MA
05/26/2004 - 04/10/2006
THE BENCHMARK COMPANY, LLC (BOSTON MA)
NY
06/20/2002 - 06/01/2004
BROKERAGEAMERICA, LLC (NEW YORK NY)
NY
11/06/1998 - 06/26/2002
NDB CAPITAL MARKETS, LP (NEW YORK NY)
NY
10/20/1997 - 05/22/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/22/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2002
Series 24 - General Securities Principal Examination
BC
Issued 03/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Robert Canavan is the right advisor for you? Invested Better is here to help.
