Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gesdorf is a financial advisor with Moors & Cabot, Inc., headquartered in Boston, MA. Robert has been in the financial services industry since 1986 and has a wide range of experience. Robert is registered with the state of Florida as an investment advisor representative. The advisor has been associated with Moors & Cabot, Inc., since 2010. Prior to joining Moors & Cabot, Inc., Robert was employed by STIFEL, NICOLAUS & COMPANY, INCORPORATED, ROBERT W. BAIRD & CO. INCORPORATED, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, MCDONALD INVESTMENTS INC., and PAINEWEBBER INCORPORATED. Robert holds Series 3, 7, 63, 65, and 66 licenses. Robert is currently registered to provide investment advisory services in twenty states.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
11/02/2010 - Present
Moors & Cabot, Inc. (NAPLES FL)
FL
11/13/2008 - 06/08/2010
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NAPLES FL)
FL
04/16/2001 - 11/19/2008
ROBERT W. BAIRD & CO. INCORPORATED (NAPLES FL)
WI
01/02/2002 - 12/19/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
OH
04/30/1994 - 04/19/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NJ
03/19/1986 - 04/20/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 01/18/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/31/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1990
Series 3 - National Commodity Futures Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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