Unclaimed
Robert Cavanagh is a securities professional with over 30 years of experience in the financial industry. He has been registered with FINRA since 1988 and currently holds Series 7 and 63 licenses. Robert is currently employed by David Lerner Associates, Inc. in their Syosset, NY branch office. Robert was previously registered with Rosenkrantz Lyon & Ross Incorporated, J. T. Moran & Co., Inc., and W.J. Nolan & Company, Inc.
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.
1
2
NY
04/26/1990 - Present
David Lerner Associates, Inc. (SYOSSET NY)
NY
02/07/1990 - 05/09/1990
ROSENKRANTZ LYON & ROSS INCORPORATED (NEW YORK NY)
NA
03/31/1989 - 01/29/1990
J. T. MORAN & CO., INC.
NY
05/31/1988 - 04/04/1989
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
BC
Issued 07/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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