Unclaimed
Robert Santangelo is a financial advisor with The Bank Street Group LLC. Robert has been in the industry since 2018 and holds the Series 63, Series 79, and SIE licenses. Robert is registered with FINRA and is currently licensed in Connecticut and New York. Prior to joining The Bank Street Group LLC, Robert was employed at CITIGROUP GLOBAL MARKETS INC.
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
CT
02/15/2022 - Present
THE Bank Street Group LLC (STAMFORD CT)
NY
09/13/2017 - 06/09/2021
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 10/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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