linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Patrick Greason

Rosenblatt Securities Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert Patrick Greason

Robert Greason is a registered representative with Rosenblatt Securities Inc. Robert has been in the securities industry for over 19 years and is licensed in New York. Robert has a strong track record of success in the financial services industry, with experience in a variety of roles including trading, operations, and sales. Robert holds multiple industry licenses including Series 7, Series 25, Series 55, Series 7A, Series 57TO, Series 99TO, and SIE.

Firm Information

Robert Greason is currently registered with Rosenblatt Securities Inc.. Rosenblatt Securities Inc. is a corporation formed on August 29, 1979, with an approved status. They are registered with the Securities and Exchange Commission and in 17 states, including California, Colorado, Connecticut, Florida, Illinois, Maryland, Massachusetts, Minnesota, Missouri, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and Washington. They have reported 6 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

32

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Greason’s Registration & Firm History

NY

09/07/2004 - Present

Rosenblatt Securities Inc. (NEW YORK NY)

NY

06/17/2003 - 08/26/2003

ROSENBLATT SECURITIES INC. (NEW YORK NY)

NY

05/20/2002 - 06/24/2002

RICHARD A. ROSENBLATT & COMPANY, INC. (NEW YORK NY)

Not sure if Robert Patrick Greason is right for you?

Licenses & Designations

BC

Issued 08/27/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2007

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/30/2005

Series 7A - Floor Broker Representative Exam

BC

Issued 11/08/2005

Series 7 - General Securities Representative Examination

BC

Issued 01/06/2005

Series 25 - NYSE Trading Assistant Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BZX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Robert Patrick Greason.
Not sure if Robert Patrick Greason is right for you?