Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Byrne is a financial professional with over 30 years of experience in the financial services industry. Robert has held various roles with a number of firms including Santander Securities LLC, Citizens Securities, Inc., and State Street Global Markets, LLC. Robert is currently registered with National Financial Services LLC as a Registered Representative and Investment Advisor Representative. Robert is licensed in Massachusetts, Rhode Island, and Texas. Robert holds Series 7, 9, 10, 24, 63, 66, 99TO and SIE licenses.
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
RI
06/13/2024 - Present
National Financial Services LLC (SMITHFIELD RI)
MA
06/05/2019 - 05/28/2024
SANTANDER SECURITIES LLC (Boston MA)
MA
03/18/2014 - 06/03/2019
CITIZENS SECURITIES, INC. (DEDHAM MA)
MA
01/02/2013 - 02/04/2014
SANTANDER SECURITIES LLC (DORCHESTER MA)
MA
03/27/2007 - 01/03/2013
CCO INVESTMENT SERVICES CORP. (NORWOOD MA)
MA
09/10/2004 - 02/28/2007
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
MA
02/12/2003 - 08/13/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
01/08/2000 - 01/24/2003
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
RI
02/26/1992 - 01/08/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
SC
07/15/1991 - 02/11/1992
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 06/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 11/02/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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