Unclaimed
Robert Jay Bookbinder is a financial advisor with over 25 years of experience in the industry. Robert is currently registered with B. Riley Wealth Management and has previously worked for several other firms, including National Securities Corporation, VFinance Investments, Inc., Paulson Investment Company, Inc., Prudential Securities Incorporated and Dean Witter Reynolds Inc. Robert holds FINRA Series 7, 31 and 63 licenses as well as the SIE exam. Robert is licensed to provide financial advisory services in 36 states.
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
07/22/2022 - Present
B. Riley Wealth Management (New York NY)
NY
11/17/2012 - 07/22/2022
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
11/07/2005 - 12/17/2012
VFINANCE INVESTMENTS, INC (NEW YORK NY)
OR
03/03/2003 - 11/08/2005
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
NY
10/12/1999 - 03/05/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/02/1996 - 10/19/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 10/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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