Unclaimed
Robert Salerno is a financial professional with over 20 years of experience in the industry. Robert is currently registered with HSBC Securities (USA) Inc. where has been since 2009. Robert has also held previous roles with Citigroup Global Markets Inc. and CSFBDIRECT, INC. Robert specializes in securities, investment advisory, and portfolio management. Robert has a strong track record of success and is committed to providing clients with personalized financial advice.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
10/27/2009 - Present
Hsbc Securities (usa) Inc. (NEW YORK CITY NY)
NY
05/16/2002 - 07/01/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
08/02/2000 - 12/31/2001
CSFBDIRECT, INC. (JERSEY CITY NJ)
BC
Issued 08/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/28/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2000
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.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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