Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Post is a securities professional with over 30 years of experience in the financial services industry. Robert is currently registered with Multi-Bank Securities, Inc. and holds Series 7 and 63 licenses as well as the Securities Industry Essentials Examination. Previously, Robert was registered with CU Investment Solutions, Inc., Westminster Financial Securities, Inc., BANC ONE SECURITIES CORPORATION, First USA Capital Markets, Inc. and Lomas Securities USA, Inc. Robert's experience includes providing investment advice and securities trading services.
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
OH
03/05/2010 - Present
Multi-Bank Securities, Inc. (COLUMBUS OH)
OH
09/02/2003 - 02/26/2010
CU INVESTMENT SOLUTIONS, INC. (COLUMBUS OH)
OH
03/20/2000 - 09/02/2003
WESTMINSTER FINANCIAL SECURITIES, INC. (BEAVERCREEK OH)
IL
02/19/1998 - 04/22/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
12/01/1988 - 12/12/1997
FIRST USA CAPITAL MARKETS, INC. (DALLAS TX)
NA
09/20/1988 - 12/06/1988
LOMAS SECURITIES USA, INC.
BC
Issued 08/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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