Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Klein is a Financial Advisor at Redbird BD LLC with over 20 years of experience in the financial services industry. Robert has a strong background in securities, futures, and investment advisory services. He is licensed to operate in the states of California, Florida, New York, and Texas. Previously Robert worked at J.P. Morgan Securities LLC, J.P. Morgan Institutional Investments Inc, Sanford C. Bernstein & Co., LLC and Sanford C. Bernstein & Co., Inc. Robert is committed to providing personalized financial planning and investment strategies tailored to meet the unique needs of each client.
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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NY
10/08/2018 - Present
Redbird BD LLC (New York NY)
NY
12/05/2013 - 08/04/2017
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
09/07/2012 - 11/01/2013
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
10/01/2008 - 09/04/2012
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
10/04/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
12/07/2000 - 09/16/2003
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
05/07/1998 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BC
Issued 12/26/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 08/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/26/2000
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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