Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Hearn is a financial advisor at Citigroup Global Markets Inc., where he has been working since January 2022. Robert has over 12 years of experience in the financial services industry, previously working at J.P. Morgan Securities LLC, Deutsche Bank Securities Inc., and UBS Securities LLC. Robert is registered in Texas as both a broker-dealer and an investment advisor. Robert specializes in portfolio management for individuals and businesses, as well as providing financial planning, security ratings, and asset allocation advice. Robert's clients primarily include high-net-worth individuals, corporations, and pension plans.
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
TX
02/28/2022 - Present
Citigroup Global Markets Inc. (HOUSTON TX)
TX
08/22/2017 - 01/14/2022
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
NY
03/22/2010 - 08/09/2017
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
09/16/1999 - 06/02/2009
UBS SECURITIES LLC (NEW YORK NY)
IA
Issued 02/26/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1999
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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