Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bohlert has been working in the financial services industry since February 8, 1996. Currently, Robert is a registered representative with Citi Private Alternatives, LLC and Citigroup Global Markets Inc. Robert has previously been registered with Barclays Capital Inc., Bear Hunter Structured Products LLC, and Wagner Stott Bear Specialists LLC. Robert is licensed in all 50 states as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Robert holds a Series 3, 4, 7, 9, 10, 14, 21, 24, 25, 63, and SIE license.
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
NY
03/28/2017 - Present
Citi Private Alternatives, LLC (New York NY)
NY
08/23/2010 - 06/26/2013
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
11/09/2007 - 09/08/2010
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/21/2005 - 10/12/2007
BEAR HUNTER STRUCTURED PRODUCTS LLC (NEW YORK NY)
NY
07/19/2001 - 08/24/2005
BEAR HUNTER STRUCTURED PRODUCTS LLC (NEW YORK NY)
NY
04/23/2001 - 07/19/2001
WAGNER STOTT BEAR SPECIALISTS LLC (NEW YORK NY)
NY
08/01/1995 - 04/23/2001
WAGNER STOTT MERCATOR, L.L.C. (NEW YORK NY)
BC
Issued 09/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/23/2008
Series 4 - Registered Options Principal Examination
BC
Issued 08/14/2007
Series 24 - General Securities Principal Examination
BC
Issued 03/24/2007
Series 14 - Compliance Officer Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2007
Series 3 - National Commodity Futures Examination
BC
Issued 05/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/22/2000
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 11/03/1999
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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