Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lee is a financial professional with over 10 years of experience in the industry. He is currently registered with Marex Capital Markets Inc. in Red Bank, New Jersey. Prior to joining Marex, Robert was employed by ICAP SECURITIES USA LLC and ICAP CORPORATES LLC in New York, New York. Robert holds Series 3, 7, 63 and 99 licenses as well as the SIE exam. Robert specializes in providing financial advice to clients in California, Connecticut, Delaware, Florida, Illinois, Massachusetts, Minnesota, New Jersey, New York and Pennsylvania.
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
NJ
09/26/2018 - Present
Marex Capital Markets Inc. (Red Bank NJ)
NY
09/14/2013 - 09/20/2018
ICAP CORPORATES LLC (NEW YORK NY)
NY
09/14/2013 - 09/20/2018
ICAP SECURITIES USA LLC (NEW YORK NY)
BC
Issued 05/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2016
Series 3 - National Commodity Futures Examination
BC
Issued 02/03/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/13/2013
Series 99 - Operations Professional Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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