Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ian Kassel is a financial advisor with Centaurus Financial, Inc. Robert has been in the securities industry since 1986. Robert has a diverse range of experience, having worked with several firms, including Brookstreet Securities Corporation, Securities Service Network, Inc., and Lazar Frederick & Company. Robert is licensed to provide financial advice in numerous states and has an active registration with both the BrokerCheck and Investment Adviser Public Disclosure (IAPD) systems.
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
NV
07/14/2020 - Present
Centaurus Financial, Inc. (Las Vegas NV)
CA
08/21/1998 - 06/27/2007
BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)
TN
05/03/1995 - 07/20/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
CA
07/13/1992 - 05/26/1995
LAZAR FREDERICK & COMPANY (BEVERLY HILLS CA)
NA
07/20/1990 - 07/22/1992
FORTRESS SECURITIES, INC.
FL
02/05/1990 - 03/23/1990
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
03/07/1989 - 02/20/1990
MUNICICORP OF CALIFORNIA
CA
09/08/1986 - 02/20/1990
MUNICICORP OF CALIFORNIA (WOODLAND HILLS CA)
NA
11/14/1987 - 03/09/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
03/19/1986 - 09/18/1986
HEINOLD SECURITIES, INC.
IA
Issued 03/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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