Unclaimed
Robert Nicotra is a financial advisor registered with Citigroup Global Markets Inc. based in Boca Raton, FL. Robert has been working in the financial industry since 1989. Robert is licensed to provide financial advice in multiple states.
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.
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.
Asset allocation advice
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
FL
12/06/2012 - Present
Citigroup Global Markets Inc. (Boca Raton FL)
FL
04/05/1994 - 05/29/2007
CITICORP INVESTMENT SERVICES (BOCA RATON FL)
MA
08/18/1992 - 04/15/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/18/1992 - 04/15/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
01/01/1991 - 07/29/1992
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
06/15/1990 - 10/05/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/15/1990 - 10/05/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
03/07/1990 - 05/23/1990
CASTLETON-RHODES INC.
NA
08/11/1989 - 02/22/1990
BRENNAN ROSS SECURITIES, INC.
NA
07/19/1988 - 05/23/1989
WALL STREET WEST, INC.
IA
Issued 02/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robert Nicotra is the right advisor for you? Invested Better is here to help.