Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Brian Theil has been in the financial services industry since May 2001. Currently, Robert is associated with Ladenburg Thalmann & Co. Inc. and Osaic Wealth, Inc. Robert Theil is licensed as a Registered Principal in both Series 53 and Series 24. Robert is also a Registered Representative holding Series 7, Series 52TO and SIE registrations. Robert is registered with the states of New Jersey and North Carolina.
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.
1
2
NY
06/02/2022 - Present
Ladenburg Thalmann & Co. Inc. (New York NY)
GA
11/15/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
11/15/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
11/15/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
11/15/2021 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
11/15/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NY
06/15/2021 - 11/03/2021
WILMINGTON CAPITAL SECURITIES, LLC (GARDEN CITY NY)
NY
07/14/2016 - 05/20/2021
LADENBURG THALMANN & CO. INC. (NEW YORK NY)
CA
03/03/2016 - 06/10/2016
D.A. DAVIDSON & CO. (LOS ANGELES CA)
CA
01/11/2010 - 03/01/2016
WEDBUSH SECURITIES INC. (LOS ANGELES CA)
CA
04/21/2008 - 07/17/2009
WADDELL & REED, INC. (TORRANCE CA)
NJ
01/30/2007 - 06/13/2007
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
NE
04/26/2000 - 02/02/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NE
01/21/1998 - 07/22/1999
WATERHOUSE SECURITIES, INC. (OMAHA NE)
BC
Issued 02/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/08/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/17/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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