Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Olcott is a financial advisor with over 10 years of experience in the industry. Robert has a strong background in investment advisory, having worked for a variety of firms, including MBSC Securities Corporation, PIMCO Investments LLC, and Legg Mason Investor Services, LLC. Robert is currently registered with Northern Trust Securities, Inc. and offers a range of services, including portfolio management for individuals, businesses, and pooled investment vehicles. Robert holds the Series 3, Series 7, Series 63, Series 65, and Series 66 licenses and is a qualified advisor in several areas.
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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
DC
08/27/2024 - Present
Northern Trust Securities, Inc. (Washington DC)
NY
03/23/2015 - 05/24/2016
MBSC SECURITIES CORPORATION (New York NY)
NY
03/15/2011 - 03/12/2015
PIMCO INVESTMENTS LLC (NEW YORK NY)
CT
08/10/2010 - 03/03/2011
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
IA
Issued 10/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2024
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2015
Series 3 - National Commodity Futures Examination
BC
Issued 08/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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