Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Wilson is a financial professional with over 15 years of experience in the industry. Currently, Robert is registered with Houlihan Lokey Capital, Inc. Previously, Robert was registered with SunTrust Robinson Humphrey, Inc., Barclays Capital Inc. and Credit Suisse Securities (USA) LLC. Robert holds the Series 7, Series 79 and Series 63 licenses. He is a registered representative in the state of New York.
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
NY
07/12/2019 - Present
Houlihan Lokey Capital, Inc. (NEW YORK NY)
NY
06/17/2010 - 04/02/2019
SUNTRUST ROBINSON HUMPHREY, INC. (NEW YORK NY)
NY
04/09/2008 - 06/11/2009
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
06/03/2004 - 11/23/2007
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NC
02/18/2004 - 06/02/2004
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
BC
Issued 03/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2010
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 02/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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