Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Hannon is a financial advisor with over 5 years of experience in the industry. Robert is registered with Citizens Securities, Inc. and Clarfeld. Robert's professional experience includes working at Nomura Securities International, Inc. and Income Research & Management. Robert has Series 7, Series 63, and Series 65 licenses and is a Chartered Financial Analyst. Robert's areas of expertise include portfolio management for individuals, financial planning, and selection of other advisors.
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.
Participate in wrap fee program
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.
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MA
02/07/2025 - Present
Citizens Securities, Inc. (Boston MA)
NY
10/18/2017 - 02/13/2020
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
BC
Issued 08/10/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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