Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Pancrazi is an investment advisor representative with Dunham & Associates Investment Counsel, Inc. Robert has been in the securities industry since 1999 and has held previous positions at AST Investor Services LLC, ING Investments Distributor, LLC, NYLIFE Distributors LLC and BlackRock Investments, Inc. Robert is registered with FINRA and the state of California. Robert is currently registered as an investment advisor representative with Dunham & Associates Investment Counsel, Inc. Dunham & Associates Investment Counsel, Inc. provides asset allocation services, financial planning, portfolio management for individuals, businesses, and investment companies, and selection of other advisors.
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.
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.
Strategic management for diversified investment portfolios.
Asset-allocation services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
01/15/2014 - Present
Dunham & Associates Investment Counsel, Inc. (SAN DIEGO CA)
NY
03/06/2013 - 01/13/2014
AST INVESTOR SERVICES LLC (NEW YORK NY)
CT
03/11/2008 - 02/21/2013
ING INVESTMENTS DISTRIBUTOR, LLC (WINDSOR CT)
NY
01/09/2007 - 03/18/2008
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NY
09/27/1999 - 02/01/2007
BLACKROCK INVESTMENTS, INC. (NEW YORK NY)
IA
Issued 02/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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