Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bartlett is a financial advisor who has been in the industry since September 10, 2011. Robert is currently registered with Guggenheim Securities, LLC and is based in Menlo Park, CA. Robert is a Series 63, Series 24, SIE, and Series 79 licensed professional. Robert has previous experience with Goldman Sachs & Co. LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Robert W. Baird & Co. Incorporated.
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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2
CA
02/09/2021 - Present
Guggenheim Securities, LLC (Menlo Park CA)
CA
05/22/2018 - 03/03/2021
GOLDMAN SACHS & CO. LLC (SAN FRANCISCO CA)
CA
09/22/2014 - 04/27/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)
CA
07/08/2011 - 08/11/2014
ROBERT W. BAIRD & CO. INCORPORATED (PALO ALTO CA)
BC
Issued 04/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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