Robert Israeli
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robert Israeli was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 2009. Robert had worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 26, 2016 - December 15, 2016
CAVU SECURITIES LLC
October 29, 2014 - October 13, 2015
MHA FINANCIAL CORP
May 8, 2012 - August 27, 2014
GILFORD SECURITIES INCORPORATED
June 1, 2009 - May 7, 2010
MORGAN STANLEY
June 1, 2009 - May 7, 2010
MORGAN STANLEY
January 30, 2009 - June 1, 2009
MORGAN STANLEY & CO. LLC
January 13, 2009 - June 1, 2009
MORGAN STANLEY & CO. LLC
State Registrations and Notice Filings
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Exams
Current Firm
CAVU SECURITIES LLC
CRD#: 6906 / SEC#: , 8-18428
Contact information
FINRA licenses (51 States and Territories)
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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