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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alexander Palumbo is an investment advisor representative with Eagle Strategies LLC. Robert Palumbo is a financial professional with over 7 years of experience in the industry. Robert Palumbo is registered with FINRA and has passed the Series 7, Series 6, SIE, and Series 66 exams. Robert Palumbo has previously worked at Northwestern Mutual Investment Services, LLC, First Republic Securities Company, LLC, Citigroup Global Markets Inc., and Citi Private Advisory, LLC. Robert Palumbo specializes in providing financial planning and investment management services for individuals, corporations, and charitable organizations. Robert Palumbo is also an insurance broker and has been appointed with outside carriers for the purpose of brokering non-registered products.
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.
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
NY
01/07/2025 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
05/31/2022 - 08/19/2022
CITI PRIVATE ADVISORY, LLC (New York NY)
NY
05/31/2022 - 08/19/2022
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/12/2021 - 02/16/2022
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
07/20/2017 - 12/31/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
BOTH
Issued 01/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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