Unclaimed
Robert Bingham has been a registered investment advisor since 1994. Robert is currently affiliated with Sky Investment Group LLC. Prior to that, he was with UBS Financial Services Inc. and Thomson McKinnon Securities Inc. Robert holds FINRA Series 3, 5, 7, 15, 63, and 65 securities licenses and is registered to provide investment advisory services in Connecticut and Texas. Robert's expertise includes providing portfolio management for individuals and pension consulting services.
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.
Guidance on pension options to ensure a secure financial future.
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.
1
2
CT
11/27/2012 - Present
SKY Investment Group LLC (HARTFORD CT)
NJ
07/25/1989 - 03/14/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/12/1989 - 08/16/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
11/25/1985 - 06/28/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 02/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 11/12/1985
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1985
Series 5 - Interest Rate Options Examination
Active
Inactive
Not sure Robert Bingham is the right advisor for you? Invested Better is here to help.