Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Carroll is a registered Investment Advisor Representative at Jackson, Grant Investment Advisers, Inc. Robert has been working in the financial industry since December 2013. Robert is licensed in Connecticut and has been working with clients since April 2014. Robert has a Series 65 license. Robert is also a business owner, having started Southern CT Drum Lessons in 2007. Robert has experience working with both high-net-worth individuals and individuals other than high-net-worth individuals. Robert offers a variety of financial planning and portfolio management services.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
A percentage of the total value of assets under management is charged.
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CT
04/03/2014 - Present
Jackson, Grant Investment Advisers, Inc. (STAMFORD CT)
IA
Issued 04/03/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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