Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Whelan is a financial advisor with over 10 years of experience in the financial services industry. Robert is currently registered with Leerink Partners LLC, a leading investment bank. Robert holds the Series 7, Series 55, Series 63 and Series 57TO licenses. Robert has been registered with the state of New York since 2012.
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
CA
04/18/2012 - Present
Leerink Partners LLC (SAN FRANCISCO CA)
BC
Issued 05/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2012
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
Not sure Robert Whelan is the right advisor for you? Invested Better is here to help.
