Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Geisler is a financial advisor with RBC Capital Markets, LLC, located in NEW YORK, NY. Robert has been in the industry since 1993, working previously at UBS Financial Services Inc. and Citigroup Global Markets Inc. Robert has a strong track record of providing financial advice and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, and institutions. Robert is committed to providing clients with personalized financial advice and investment strategies to help them 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
NY
10/28/2020 - Present
RBC Capital Markets, LLC (NEW YORK NY)
NY
01/09/2009 - 10/20/2020
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
05/02/2003 - 01/27/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/03/1995 - 05/06/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
06/28/1993 - 11/14/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/24/1993 - 06/10/1993
OPPENHEIMER & CO., INC. (NEW YORK NY)
IA
Issued 02/12/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1993
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 PEARL, 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 PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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