Unclaimed
Robert Ryan Skoff is an investment advisor representative with The Pinnacle Financial Group. Robert has over 39 years of experience in the financial services industry and is registered with FINRA and the state of New York. Robert specializes in providing financial planning services to individuals, businesses, and charitable organizations. Robert is committed to providing clients with personalized advice and guidance to help them reach their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Financial planning
1
2
NY
08/20/2021 - Present
THE Pinnacle Financial Group (HUNTINGTON NY)
NY
05/12/2010 - 09/22/2017
OPPENHEIMER & CO. INC. (HAUPPAUGE NY)
NY
06/16/2008 - 05/05/2010
WELLS FARGO ADVISORS, LLC (MELVILLE NY)
NJ
11/02/1994 - 06/12/2008
SEABOARD SECURITIES, INC. (FLORHAM PARK NJ)
TX
05/11/1992 - 10/19/1994
REDSTONE SECURITIES, INC. (DALLAS TX)
NY
06/04/1990 - 04/27/1992
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
NA
02/09/1990 - 06/12/1990
VANDERBILT SECURITIES, INC.
NA
01/25/1990 - 06/12/1990
VANDERBILT SECURITIES, INC.
NA
06/30/1988 - 02/14/1990
J. T. MORAN & CO., INC.
NA
02/02/1987 - 05/23/1988
SHERWOOD CAPITAL, INC.
NA
09/24/1982 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 06/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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