Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Defreze is a financial professional with experience in the financial services industry since January 2018. Currently, Robert is registered with Kingswood Capital Partners, LLC, which is based in Rochester, NY. Robert holds a Series 6, Series 63, and SIE licenses. Previously, Robert worked for CADARET, GRANT & CO., INC. from January 25, 2018, to August 20, 2021. Robert is currently registered in 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.
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NY
08/20/2021 - Present
Kingswood Capital Partners, LLC (Rochester NY)
NY
01/25/2018 - 08/20/2021
CADARET, GRANT & CO., INC. (ROCHESTER NY)
BC
Issued 03/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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