Unclaimed
Robert Talcott is a financial advisor at Rothschild & Co. US Inc. Robert joined Rothschild & Co. US Inc. on 5/31/2023. Before this role, Robert worked at CITIGROUP GLOBAL MARKETS INC. and BARCLAYS CAPITAL INC.. Robert holds the Series 63, Series 79, and SIE licenses. Robert is registered to provide investment advice in all states and is also registered with FINRA.
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.
1
2
NY
05/31/2023 - Present
Rothschild & Co. US Inc. (NEW YORK NY)
NY
09/16/2021 - 05/15/2023
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/03/2015 - 07/30/2021
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 08/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Talcott is the right advisor for you? Invested Better is here to help.