Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Martin Carey is a financial advisor with over 25 years of experience. Robert has a Series 6, 7, 24, and 63 license and holds FINRA registrations. Robert specializes in providing portfolio management and financial planning services for individuals, businesses, and charitable organizations. Robert is currently registered with LPL Financial LLC and previously worked with NFP Securities, Inc., Securities America, Inc., Hornor, Townsend & Kent, Inc., and Pruco Securities Corporation.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
08/03/2021 - Present
LPL Financial LLC (NORWICH NY)
NY
07/01/2003 - 11/17/2010
NFP SECURITIES, INC. (ONEONTA NY)
NE
05/21/2001 - 07/07/2003
SECURITIES AMERICA, INC. (LAVISTA NE)
PA
10/07/1999 - 05/22/2001
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NJ
06/11/1997 - 09/20/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 06/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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