Unclaimed
Robert Irwin Black is a financial advisor with over 25 years of experience in the financial services industry. Currently, Robert is registered with Lion Street Financial, LLC and is located in the Bethesda, MD office. Robert has held previous positions at Kestra Investment Services, LLC, Walnut Street Securities, Inc., and MML Investors Services, Inc. Robert holds Series 6 and Series 63 licenses and the SIE exam.
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
MD
02/25/2022 - Present
Lion Street Financial, LLC (BETHESDA MD)
MD
02/23/2005 - 03/01/2022
KESTRA INVESTMENT SERVICES, LLC (BETHESDA MD)
CA
10/16/2002 - 02/28/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
11/12/1996 - 10/10/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 10/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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