Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lantzy is a registered representative with Blue Owl Securities. He has been in the industry since July 1st, 2014. Robert holds Series 4, 7, 99, 24, and 66 licenses. His current registration is with the state of New Jersey and New York. Robert's previous employers include PIMCO Investments LLC, Morgan Stanley, and 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.
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
06/10/2022 - Present
Blue OWL Securities (Short Hills NJ)
NY
03/11/2019 - 05/27/2022
PIMCO INVESTMENTS LLC (NEW YORK NY)
NY
03/03/2016 - 03/01/2019
MORGAN STANLEY (NEW YORK NY)
NY
06/02/2014 - 02/23/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 09/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2019
Series 4 - Registered Options Principal Examination
BC
Issued 10/25/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2014
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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