Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Nolie is a financial professional with over 20 years of experience in the industry. Robert is currently registered with IBN Financial Services, Inc. in Uniondale, New York. Previously, Robert has been associated with several other firms, including Newbridge Securities Corporation, Worden Capital Management LLC, Rockwell Global Capital LLC, IAA Financial LLC, John Thomas Financial, First Midwest Securities, Inc., EKN Financial Services Inc., ITRADEDIRECT.COM CORP, America's Choice Equities LLC, Gunnallen Financial, Inc, Joseph Stevens & Company, Inc., Milestone Financial Services, Inc., and Seaboard Securities, Inc.. Robert holds licenses including Series 7, Series 63, and SIE. Robert specializes in providing financial planning, selection of other advisors, and portfolio management for individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
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.
Selection and monitoring fees
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2
NY
10/02/2023 - Present
IBN Financial Services, Inc. (Uniondale NY)
NY
09/28/2021 - 08/31/2023
NEWBRIDGE SECURITIES CORPORATION (COMMACK NY)
NY
12/02/2015 - 10/08/2021
WORDEN CAPITAL MANAGEMENT LLC (Commack NY)
NY
08/25/2014 - 12/02/2015
ROCKWELL GLOBAL CAPITAL LLC (MELVILLE NY)
NY
08/13/2013 - 09/11/2014
IAA FINANCIAL LLC (MELVILLE NY)
NY
07/02/2012 - 06/18/2013
JOHN THOMAS FINANCIAL (NEW YORK NY)
NY
09/16/2011 - 07/03/2012
FIRST MIDWEST SECURITIES, INC. (HAUPPAUGE NY)
NY
04/27/2010 - 09/19/2011
EKN FINANCIAL SERVICES INC. (MELVILLE NY)
NY
06/13/2005 - 05/04/2010
ITRADEDIRECT.COM CORP (FARMINGVILLE NY)
NY
05/18/2007 - 05/21/2007
AMERICA'S CHOICE EQUITIES LLC (HAUPPAUGE NY)
FL
05/20/2005 - 06/15/2005
GUNNALLEN FINANCIAL, INC (TAMPA FL)
NY
03/08/2004 - 06/14/2005
JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)
NY
04/20/2001 - 03/16/2004
MILESTONE FINANCIAL SERVICES, INC. (BOHEMIA NY)
NJ
10/19/2000 - 05/11/2001
SEABOARD SECURITIES, INC. (FLORHAM PARK NJ)
BC
Issued 12/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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