Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Rasbach is a financial advisor with Kingswood Capital Partners, LLC in New York, NY. Robert has been in the financial services industry since 1983. Robert is registered with FINRA and the State of New York.
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.
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.
1
2
NY
05/19/2023 - Present
Kingswood Capital Partners, LLC (New York NY)
NY
02/17/2021 - 05/19/2023
BENCHMARK INVESTMENTS, LLC (NEW YORK NY)
CT
04/07/2000 - 02/22/2021
DAVID LERNER ASSOCIATES, INC. (WESTPORT CT)
NA
10/25/1983 - 11/10/1983
IDS MARKETING CORPORATION
BC
Issued 05/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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