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 Ohare is a financial advisor who has been in the industry since 1990. Robert is currently registered with Equitable Advisors, LLC and has worked in the financial services industry for over 30 years. Robert has worked for several other firms over the years, including The Equitable Life Assurance Society of the United States, Jesup, Josephthal & Co., Inc., and Josephthal & Co., Incorporated. Robert is licensed in New York and has passed the Series 63, Series 7, and SIE exams. He specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
NY
10/08/1998 - Present
Equitable Advisors, LLC (SYRACUSE NY)
NY
10/09/1993 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
05/28/1991 - 11/13/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
05/29/1990 - 08/03/1990
JESUP, JOSEPHTHAL & CO., INC.
NA
10/19/1988 - 05/29/1990
JOSEPHTHAL & CO., INCORPORATED
BC
Issued 11/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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