Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Colley is a financial advisor with Cadaret, Grant & CO., Inc. and Cornerstone Financial Advisors. Robert has been in the financial industry since 1980 and has experience providing financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals and selection of other advisors. Robert is a Certified Financial Planner. Robert is registered to provide advisory services in California, Connecticut, Florida, Massachusetts, New Jersey, New York, North Carolina, South Carolina, Vermont and Virginia. Robert's professional experience includes working at J.M. WITZENBURG SECURITIES CORPORATION and INDIVIDUAL'S SECURITIES LTD.
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.
1
2
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (GLENVILLE NY)
NA
03/13/1989 - 03/14/1991
J.M. WITZENBURG SECURITIES CORPORATION
NY
06/26/1980 - 05/17/1989
INDIVIDUAL'S SECURITIES LTD. (HUNTINGTON NY)
IA
Issued 03/15/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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