Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joslin is a financial advisor with Truist Investment Services, Inc., based in Atlanta, Georgia. Robert has been in the industry since January 1996 and has a wide range of experience in the financial services industry. Robert is registered with the Financial Industry Regulatory Authority (FINRA) and holds several licenses, including Series 7, 24, 53 and 63. He has also earned the SIE and Series 99TO licenses. Robert is also registered with the state of Georgia as an investment advisor representative.
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.
1
2
GA
05/26/2000 - Present
Truist Investment Services, Inc. (ATLANTA GA)
GA
12/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (ATLANTA GA)
VA
09/17/1999 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
GA
06/24/1999 - 09/17/1999
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NA
06/25/1997 - 06/21/1999
SUNTRUST SECURITIES, INC.
GA
01/04/1996 - 06/21/1999
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BC
Issued 01/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/01/2002
Series 4 - Registered Options Principal Examination
BC
Issued 11/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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