Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bradford Oldham is a financial professional with over 2 years of experience in the industry. Robert has a strong background in investment banking and securities, holding both Series 79TO and Series 63 licenses. Robert is currently registered with Finalis Securities LLC and holds a registration in Texas. Robert previously worked at Ashland Securities, LLC.
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.
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.
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2
NY
05/01/2023 - Present
Finalis Securities LLC (New York NY)
TX
09/03/2020 - 09/16/2022
ASHLAND SECURITIES, LLC (FRISCO TX)
BC
Issued 08/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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