Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert James Gringeri is a financial advisor with over 35 years of experience in the industry. Robert is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Robert is also registered with Wells Fargo Advisors LLC and has been with the firm since May 2009. Robert is licensed to provide investment advice in Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Virginia and Wisconsin. Robert holds Series 7 and Series 63 licenses as well as the SIE exam. Prior to his current role, Robert worked at A. G. Edwards & Sons, Inc., Community Securities, Inc., Liberty Securities Corporation and Blinder, Robinson & Co., Inc. Robert is a member of the Vanderbilt Marsh Club, the Town of Geneva Planning Board and is a licensed investment advisor. Robert specializes in providing financial advice to high-net-worth individuals, corporations, businesses, charitable organizations and pension and profit sharing plans. Robert can provide investment consulting services, financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals. Robert has a strong track record of success and is committed to providing his 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.
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.
Investment consulting services to institutional clients
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
NY
07/27/2021 - Present
Wells Fargo Clearing Services, LLC (PITTSFORD NY)
NY
09/04/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PITTSFORD NY)
NY
03/03/1989 - 09/06/1996
COMMUNITY SECURITIES, INC. (ROCHESTER NY)
NY
09/03/1996 - 09/04/1996
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
04/25/1986 - 03/09/1989
BLINDER, ROBINSON & CO., INC.
BC
Issued 05/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robert Gringeri is the right advisor for you? Invested Better is here to help.
