Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Khalil Farmand is an Investment Advisor Representative at Citigroup Global Markets Inc., with over 20 years of experience in the financial services industry. Robert has been a registered representative with FINRA and various states since 1999, and holds the Series 6, 7, 10, 24, 63, and 66 licenses. Robert is a highly qualified advisor with a proven track record of success in helping individuals, families and businesses achieve their financial goals. Robert has a strong understanding of the financial markets and a commitment to providing personalized advice and service to clients. Robert has also worked as a representative for J.P. MORGAN SECURITIES LLC.
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.
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.
Asset allocation advice
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.
1
2
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (Holbrook NY)
NY
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (SAYVILLE NY)
NY
02/24/1999 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAYVILLE NY)
BOTH
Issued 06/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/08/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/23/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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