Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert John Garone is a financial advisor with over 35 years of experience in the financial services industry. Robert is a registered representative of Capitol Securities Management, Inc., and has been with the firm since 2009. Prior to that, Robert worked at CITIGROUP GLOBAL MARKETS INC. and Lehman Brothers Inc.. Robert has a broad range of experience in financial planning, portfolio management, and investment advisory services. Robert holds the Series 63, 65, 7, 8, 9, 10, 15 and SIE licenses and is registered to conduct business in 23 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
03/06/2009 - Present
Capitol Securities Management, Inc. (RESTON VA)
VA
07/31/1993 - 03/26/2009
CITIGROUP GLOBAL MARKETS INC. (MCLEAN VA)
NY
11/02/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
10/25/1984 - 11/05/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/16/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/03/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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