Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Doo Jr is a registered investment advisor representative with Oppenheimer & Co. Inc. Robert has been in the securities industry since 2006 and holds a variety of licenses and registrations, including Series 3, 7, 9, 10, 66 and SIE. Robert is registered in multiple states across the US, including Florida, California, New York, Texas, Georgia, North Carolina, Connecticut, New Jersey, Massachusetts, Delaware and Pennsylvania. Robert specializes in providing investment advice to individuals, families, and businesses. In addition to securities trading, Robert also holds a managerial position at 45 DESIGN DISTRICT LLC, a real estate investment company. Robert is committed to providing clients with personalized investment advice and guidance, helping them to achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
03/20/2017 - Present
Oppenheimer & Co. Inc. (CORAL GABLES FL)
BOTH
Issued 03/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/18/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2012
Series 3 - National Commodity Futures Examination
BC
Issued 08/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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