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RBC Capital Markets, LLC | CFP ® (Certifications)

location

ATLANTA, GA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Robert Clayton Joyner is a financial advisor with over 14 years of experience in the financial services industry. Robert is currently registered with RBC Capital Markets, LLC and holds a Series 7, Series 63, Series 65, and SIE license. Robert has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Robert's specialties include investment management, retirement planning, estate planning, and insurance planning. Prior to joining RBC Capital Markets, LLC, Robert worked with E*TRADE SECURITIES LLC and UBS FINANCIAL SERVICES INC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

NEW YORK, NY

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Robert J. Grant is a financial professional with over 19 years of experience in the financial services industry. Robert has a wide range of experience in the financial services industry, including investment banking, securities trading, and financial planning. Robert is currently registered with Stifel, Nicolaus & Company, Inc. and Keefe, Bruyette & Woods, Inc., and holds multiple securities licenses, including Series 7, 24, 55, 57, 63, 99, and SIE. Robert provides financial planning services to a variety of clients, including individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC | CFP ® (Certifications)

location

HARTFORD, CT

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Robert Moquin is a financial advisor currently registered with RBC Capital Markets, LLC. Robert has been in the financial industry since July 2005. Robert has held previous positions with MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC.. Robert provides financial planning and portfolio management services to individuals, families, businesses, and institutions. Robert is a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

First Trust Advisors LP | CFA ® (Certifications)

location

WHEATON, IL

0 Disclosures

ADVISOR BIO

Robert Hensley is an investment advisor representative with First Trust Advisors LP, located in Wheaton, IL. Robert has been in the industry since 1998 and has a Series 63, 65, 7 and 31 licenses. Robert holds the Chartered Financial Analyst designation and specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

MACON, GA

experience

45 Years Experience

0 Disclosures

ADVISOR BIO

Robert Chanin is a financial advisor registered with Stifel, Nicolaus & Company, Inc. with over 40 years of experience in the financial industry. Robert has held previous positions with UBS Financial Services Inc. and Citigroup Global Markets Inc. and has a broad range of experience in providing financial advice to individuals, businesses, and institutions. Robert is a licensed investment advisor representative in Georgia, North Carolina, and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

First Trust Advisors LP

location

WHEATON, IL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Robert Alan Setlak is a financial advisor with over 20 years of experience in the financial services industry. Robert has worked for First Trust Advisors LP since 2008. Robert holds the Series 6, 7, 63 and 65 licenses and the SIE designation. He specializes in providing portfolio management services to individuals, businesses, investment companies and pooled investment vehicles. Robert also provides portfolio management services to high net worth individuals. Previously, Robert worked for PROEQUITIES, INC., ALLSTATE DISTRIBUTORS, L.L.C., and AFD, INC.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

TLG Advisors, Inc.

location

LITTLETON, CO

experience

15 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Robert D. Amoruso has been in the financial services industry since July 21, 2009. Robert is currently registered with TLG Advisors, Inc. as an investment advisor representative. Robert is licensed in 42 states. Before joining TLG Advisors, Inc. Robert was registered with M HOLDINGS SECURITIES, INC. and AXA ADVISORS, LLC. Robert is a licensed general securities principal (Series 24). Robert is a licensed general securities representative (Series 7) and holds the Series 66, and Securities Industry Essentials (SIE) licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLACEMENT OF INSTITUTIONAL FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Davenport & Co. LLC

location

RICHMOND, VA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Robert Gragnani jr is a registered investment advisor representative for Davenport & Co. LLC. Robert has been in the industry for over 16 years. Robert is licensed in Virginia. Robert specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

SCOTTSDALE, AZ

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Robert Cartafalsa is a financial advisor with Vanguard Advisers, Inc. located in Scottsdale, Arizona. Robert has been in the financial industry since 2013. Robert holds the Series 63, SIE, and Series 7 licenses. Robert specializes in providing financial planning, selection of other advisors, and portfolio management for individuals and businesses. Robert is a Certified Financial Planner and a registered representative of Vanguard Advisers, Inc. Robert is also an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

FRESNO, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Robert Ramirez is a registered investment advisor with Stifel, Nicolaus & Company, Inc. Robert has been in the financial industry for over 25 years. Robert has a wide range of experience and expertise in the financial industry, including investment management, financial planning, and pension consulting. Robert has been registered with Stifel, Nicolaus & Company, Inc. since 2011. Previously, Robert was employed at STONE & YOUNGBERG LLC and PACIFIC GENESIS GROUP, INC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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