Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bishop is a financial advisor with Citigroup Global Markets Inc. Robert has been in the securities industry since February 15, 2010 and is registered in 53 states and Puerto Rico. Robert has obtained a Series 63 and Series 65 license. Robert is also a Principal with the Series 24, Series 9 and Series 10 licenses. Robert offers a variety of financial services including asset allocation advice, financial planning, portfolio management for individuals and businesses and publication of periodicals. Robert has been with Citigroup Global Markets Inc. since 2022. Prior to that, Robert was with Citigroup Global Markets, Inc. and Citicorp Investment Services. Robert is also an active customer service representative with Lowes.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KY
06/14/2022 - Present
Citigroup Global Markets Inc. (FLORENCE KY)
KY
05/29/2007 - 10/08/2007
CITIGROUP GLOBAL MARKETS INC. (FLORENCE KY)
KY
08/22/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (FLORENCE KY)
IA
Issued 12/13/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/10/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/18/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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