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Robert Martin Beck

Truist Securities, Inc.

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About Robert Martin Beck

Robert Martin Beck is a securities professional with over 20 years of experience in the financial services industry. Robert has held positions at several prominent firms, including Deutsche Bank Securities Inc., Citigroup Global Markets Inc., Wachovia Capital Markets, LLC and UBS Securities LLC. Robert is currently registered with Truist Securities, Inc. in Atlanta, GA.

Firm Information

Robert Beck is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Robert Beck’s Registration & Firm History

GA

01/06/2021 - Present

Truist Securities, Inc. (ATLANTA GA)

NY

07/12/2013 - 01/21/2020

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

01/05/2007 - 07/11/2013

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

04/11/2005 - 11/03/2006

WACHOVIA CAPITAL MARKETS, LLC (NEW YORK NY)

NY

11/20/1998 - 04/29/2005

UBS SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/27/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/16/2010

Series 24 - General Securities Principal Examination

BC

Issued 07/16/2001

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2001

Series 3 - National Commodity Futures Examination

BC

Issued 01/04/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/12/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Robert Martin Beck.
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