Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Deflice is a financial professional with over 25 years of experience in the industry. Robin is currently registered with Cadaret, Grant & CO., Inc. in Bradley Beach, NJ and has held past roles with Prudential Securities Incorporated, EQUICO Securities, Inc., and The Equitable Life Assurance Society of the United States. Robin is a licensed insurance agent and offers various insurance products, including life, fixed annuities, and LTC insurance. Robin's expertise spans financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
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2
NJ
02/08/2019 - Present
Cadaret, Grant & CO., Inc. (BRADLEY BEACH NJ)
NY
01/17/1995 - 12/19/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/27/1994 - 08/12/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
06/27/1994 - 08/12/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 01/23/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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