Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Grillo is a financial advisor at Raymond James Financial Services Advisors, Inc. Robert has been in the industry since June 3, 1996, and has experience with investments, financial planning, and insurance. Robert is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 24, 31, and 63 licenses. Robert has also been an advisor for several other firms, including Sands Brothers & Co., Ltd., and Atlas Financial Partners, Inc. Robert is a Certified Financial Planner, and is committed to providing clients with personalized financial advice.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CT
01/07/2019 - Present
Raymond James Financial Services Advisors, Inc. (GREENWICH CT)
NY
06/04/1996 - 08/01/2001
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
BC
Issued 6/7/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/3/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/3/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 6/3/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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