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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Levine is an investment advisor representative at Cadaret, Grant & Co., Inc. in Pittsford, NY. Robert Levine is a registered investment advisor and has been in the industry for over 30 years. He is a Series 7, Series 6, Series 63 and Series 65 licensed advisor. Robert Levine has experience working with a variety of clients, including high net worth individuals, charitable organizations, corporations, and pension and profit sharing plans. Robert Levine's previous employment was at Brighton Securities Corp. and 1717 Capital Management Company.
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
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (PITTSFORD NY)
NY
10/24/1996 - 05/20/2009
BRIGHTON SECURITIES CORP. (ROCHESTER NY)
DE
05/15/1992 - 10/22/1996
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 08/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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