Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kirkwood is a financial advisor registered with Citigroup Global Markets Inc. Robert has been in the industry since 2017 and is licensed to provide investment advice in the state of Florida. He is a Series 7, Series 3, Series 63, and SIE licensed advisor. Before joining Citigroup Global Markets Inc., Robert worked at Deutsche Bank Securities Inc. and Citigroup Global Markets Inc. Robert specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses. He also provides investment advice to charitable organizations and pension and profit-sharing plans. Robert's expertise includes providing asset allocation advice, financial planning, pension consulting, and portfolio management.
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
NY
09/04/2024 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
FL
08/08/2019 - 12/22/2021
DEUTSCHE BANK SECURITIES INC. (JACKSONVILLE FL)
NY
05/25/2018 - 07/10/2019
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 07/07/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/09/2017
Series 3 - National Commodity Futures 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
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
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
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