Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Kiff is a financial advisor with Cadaret, Grant & CO., Inc., where Robert is registered as a Registered Representative and Investment Advisor Representative. Robert has been in the financial industry for over 23 years and has a wide range of experience in investments, financial planning, and insurance. Robert has also been registered with several other firms in the past, including Omega Point Securities LLC, Jumpstart Securities, LLC, and Park Avenue Securities LLC.
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
08/12/2024 - Present
Cadaret, Grant & CO., Inc. (SYRACUSE NY)
GA
01/12/2024 - 05/28/2024
OMEGA POINT SECURITIES LLC (ATLANTA GA)
GA
06/09/2015 - 05/16/2024
JUMPSTART SECURITIES, LLC (ATLANTA GA)
NY
11/19/2012 - 06/05/2015
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
06/08/2011 - 12/21/2011
DIMENSION TRADING GROUP, LLC (NEW YORK NY)
NY
05/24/2010 - 06/10/2010
FIRST MIDWEST SECURITIES, INC. (NEW YORK NY)
NJ
01/11/2001 - 06/04/2009
UBS FINANCIAL SERVICES INC. (FLORHAM PARK NJ)
NY
08/07/2000 - 11/13/2000
QUICK & REILLY, INC. (NEW YORK NY)
NY
11/08/1999 - 08/07/2000
FLEET ENTERPRISES, INC. (NEW YORK NY)
NY
10/08/1999 - 12/01/1999
BNY INVESTMENT CENTER INC. (NEW YORK NY)
NY
10/27/1999 - 11/11/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
04/16/1998 - 09/13/1999
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
01/15/1998 - 06/05/1998
LCP CAPITAL CORP. (STATEN ISLAND NY)
NY
09/11/1997 - 01/29/1998
NICHOLS, SAFINA, LERNER & CO. INC. (NEW YORK NY)
IA
Issued 07/31/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/07/2013
Series 4 - Registered Options Principal Examination
BC
Issued 10/19/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/06/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 02/29/2024
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2007
Series 3 - National Commodity Futures Examination
BC
Issued 09/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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