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Robert Muldoon

Ceros Financial Services, Inc.

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About Robert Muldoon

Robert Muldoon is a financial advisor with Ceros Financial Services, Inc. Robert has been in the financial industry since 2010 and has extensive experience working with a wide range of clients. Robert is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63 and SIE licenses. Robert is currently registered in 52 states and the District of Columbia.

Firm Information

Robert Muldoon is currently registered with Ceros Financial Services, Inc.. Ceros Financial Services, Inc. is a Corporation formed in September 1994. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico, as well as with the Securities and Exchange Commission. The firm has reported 3 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

57

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 Muldoon’s Registration & Firm History

MD

02/05/2024 - Present

Ceros Financial Services, Inc. (ROCKVILLE MD)

NY

07/22/2011 - 01/06/2012

REALTY CAPITAL SECURITIES, LLC (NEW YORK CITY NY)

CA

05/20/2009 - 05/02/2011

PACIFIC CORNERSTONE CAPITAL INCORPORATED (SANTA ANA CA)

UT

07/15/2009 - 10/19/2009

OMNI BROKERAGE, INC. (SOUTH JORDAN UT)

UT

12/02/2008 - 06/01/2009

OMNI BROKERAGE, INC. (SOUTH JORDAN UT)

VA

03/12/2008 - 10/16/2008

PACIFIC WEST SECURITIES, INC. (MCLEAN VA)

CA

09/06/2002 - 12/31/2007

NNN CAPITAL CORP. (SANTA ANA CA)

NY

10/22/2001 - 01/20/2002

CAREY FINANCIAL CORPORATION (NEW YORK NY)

MD

08/02/1996 - 05/15/2001

CALVERT DISTRIBUTORS, INC. (BETHESDA MD)

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Licenses & Designations

BC

Issued 03/08/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/03/2024

Series 7TO - General Securities Representative Examination

BC

Issued 12/19/2023

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/1996

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 Muldoon.
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