Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Carlyle is a financial advisor who has been in the industry since 2017. He is currently registered with Invesco Distributors, Inc. in Dallas, TX. Robert previously worked with Lazard Asset Management Securities LLC in New York, NY and Merrill Lynch, Pierce, Fenner & Smith Incorporated in Paramus, NJ. Robert holds the Series 31, SIE, and Series 7 licenses. Robert is licensed in Georgia, New York and Texas.
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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TX
11/08/2022 - Present
Invesco Distributors, Inc. (Dallas TX)
NY
07/30/2019 - 11/02/2022
LAZARD ASSET MANAGEMENT SECURITIES LLC (NEW YORK NY)
NJ
08/31/2017 - 06/28/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)
BOTH
Issued 12/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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