Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Steven Klanfer has been in the financial industry since December 16, 2014. Robert currently works for Vision Financial Markets LLC and is registered with FINRA. Robert previously worked for DAVID LERNER ASSOCIATES, INC. and ROBERT TODD FINANCIAL CORP.. Robert has passed the Series 7, Series 99, Series 63, and SIE exams. Robert has a total of 3 product exams.
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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2
CT
08/25/2016 - Present
Vision Financial Markets LLC (STAMFORD CT)
NA
07/12/1988 - 03/20/1990
DAVID LERNER ASSOCIATES, INC.
NA
02/26/1990 - 03/17/1990
ROBERT TODD FINANCIAL CORP.
BC
Issued 07/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2016
Series 99 - Operations Professional Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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