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Robert Kassoff

PHX Financial, Inc.

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About Robert Kassoff

Robert Kassoff is a registered representative with PHX Financial, Inc. Robert is licensed to sell securities in 18 states. Robert passed the Securities Industry Essentials Examination (SIE), Series 6, and Series 63 exams.

Firm Information

Robert Kassoff is currently registered with PHX Financial, Inc.. PHX Financial, Inc. is a Corporation formed in December 2006. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 3 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

65

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Robert Kassoff’s Registration & Firm History

NY

08/28/2018 - Present

PHX Financial, Inc. (Hauppauge NY)

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Licenses & Designations

BC

Issued 12/28/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Kassoff.
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