Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Flachs is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Moelis & Co. LLC in California and has been with the firm since July 28, 2008. Prior to joining Moelis & Co. LLC, Robert was employed by Jefferies & Company, Inc. from June 5, 2001, to July 18, 2008. Robert has a wide range of knowledge and experience in the financial services industry, having obtained the Series 7, Series 63, Series 79, and Series 99 licenses. Robert holds a Series 63 registration in California.
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
08/21/2008 - Present
Moelis & Co. LLC (LOS ANGELES CA)
NY
06/05/2001 - 07/18/2008
JEFFERIES & COMPANY, INC. (NEW YORK NY)
BC
Issued 06/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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