Unclaimed
Robert Beyn is a financial professional with over a decade of experience in the financial services industry. Robert has held positions with several firms including Richfield Orion International, Inc., Joseph Stone Capital L.L.C. and Rothschield Lieberman LLC. Robert currently works for IBN Financial Services, Inc. as a registered representative. Robert is dedicated to providing personalized financial advice and guidance to his clients, helping them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Selection and monitoring fees
1
2
NY
09/15/2022 - Present
IBN Financial Services, Inc. (Huntington NY)
NY
05/30/2018 - 10/25/2022
RICHFIELD ORION INTERNATIONAL, INC. (HUNTINGTON NY)
NY
08/10/2016 - 07/02/2018
JOSEPH STONE CAPITAL L.L.C. (SYOSSET NY)
NY
09/18/2015 - 08/31/2016
ROTHSCHILD LIEBERMAN LLC (Syosset NY)
NY
03/19/2013 - 09/16/2015
CRAIG SCOTT CAPITAL, LLC (UNIONDALE NY)
NY
03/22/2012 - 03/19/2013
ROCKWELL GLOBAL CAPITAL LLC (MELVILLE NY)
NY
10/09/2012 - 10/17/2012
JOHN THOMAS FINANCIAL (NEW YORK NY)
NY
02/20/2012 - 03/15/2012
BROOKSTONE SECURITIES, INC. (NEW YORK NY)
NY
11/03/2011 - 03/07/2012
ROCKWELL GLOBAL CAPITAL LLC (NEW YORK NY)
NY
01/20/2011 - 11/08/2011
EKN FINANCIAL SERVICES INC. (MELVILLE NY)
NY
08/04/2010 - 01/20/2011
BROOKSTONE SECURITIES, INC. (MELVILLE NY)
BC
Issued 11/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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