Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Blum is a financial professional with over 40 years of experience in the securities industry. He is currently registered with Robert Blum Municipals, Inc., a firm he has been with since 1995. Robert Blum Municipals, Inc. is a registered broker-dealer and investment advisor. Previously, Robert Blum was employed at Duke McElroy & Company, Inc., and A. F. Garcia & Company.
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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CA
07/14/1995 - Present
Robert Blum Municipals, Inc. (SAN FRANCISCO CA)
NA
05/14/1985 - 07/07/1995
DUKE MCELROY & COMPANY, INC.
NA
09/28/1981 - 07/18/1984
A. F. GARCIA & COMPANY
BC
Issued 06/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 06/27/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/26/1982
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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