Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Elliot Marks is a financial advisor with over 10 years of experience in the industry. Robert is currently registered with Capstone Partners in Illinois. Robert has a strong background in corporate finance, having previously worked at PricewaterhouseCoopers Corporate Finance LLC, William Blair, and P & M Corporate Finance, LLC. Robert holds the Series 7, 62, 63 and SIE licenses, which allows him to provide a wide range of investment services to clients.
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.
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2
IL
05/17/2021 - Present
Capstone Partners (Chicago IL)
IL
01/06/2020 - 05/24/2021
P & M CORPORATE FINANCE, LLC (CHICAGO IL)
IL
06/06/2018 - 08/05/2019
WILLIAM BLAIR (CHICAGO IL)
IL
02/08/2012 - 01/31/2018
PRICEWATERHOUSECOOOPERS CORPORATE FINANCE LLC (CHICAGO IL)
IL
01/17/2003 - 02/07/2003
PAX CLEARING CORPORATION (CHICAGO IL)
BC
Issued 02/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2015
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/07/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 01/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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