Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bacon is a financial professional with over 20 years of experience in the industry. Robert has a broad range of experience in the securities industry, including investment banking, and is currently registered with Castleoak Securities, LP. Robert is a Series 7, Series 24, and Series 63 licensed professional. Robert is also registered with the states of Nebraska and New York.
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
NY
01/12/2009 - Present
Castleoak Securities, LP (NEW YORK NY)
CT
11/19/2002 - 10/29/2008
UBS SECURITIES LLC (STAMFORD CT)
BC
Issued 10/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2013
Series 24 - General Securities Principal 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 11/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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