Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Brandon Preston is an investment banking professional who has been in the financial services industry since January 18, 2017. Robert is currently registered with Citizens JMP Securities, LLC and is located in Charlotte, North Carolina. Prior to his current role, Robert has held positions at Citizens Capital Markets, Lazard Middle Market LLC, Deutsche Bank Securities Inc. and Citigroup Global Markets Inc. Robert is a Series 7, 79, 63 and SIE licensed advisor.
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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NC
08/01/2023 - Present
Citizens JMP Securities, LLC (CHARLOTTE NC)
NC
05/04/2021 - 08/01/2023
CITIZENS CAPITAL MARKETS (CHARLOTTE NC)
NC
05/17/2019 - 04/26/2021
LAZARD MIDDLE MARKET LLC (CHARLOTTE NC)
NY
08/14/2017 - 04/22/2019
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
01/04/2013 - 08/29/2013
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 12/16/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 01/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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