Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Durkin is a financial professional with over 25 years of experience in the industry. Robert is currently a registered representative at William Blair, where he has been employed since 2005. Prior to joining William Blair, Robert held positions at Fidelity Brokerage Services LLC, Bear, Stearns & Co. Inc., Cowen & Co., and Smith Barney Inc. Robert has a broad range of experience and holds Series 7, 24, 55, 57TO, and 63 licenses. Robert is registered to provide investment advice in Illinois, Massachusetts, New Hampshire, Oregon and Washington.
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.
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.
Equity research services
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
MA
12/07/2005 - Present
William Blair (BOSTON MA)
RI
05/24/1999 - 05/13/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
09/20/1996 - 01/07/1999
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
11/30/1994 - 09/23/1996
COWEN & CO. (NEW YORK NY)
NY
06/22/1994 - 12/12/1994
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 08/01/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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