Unclaimed
Robert Sheridan Darbee is a financial advisor with over 12 years of experience in the financial services industry. Robert is currently registered with Pickwick Capital Partners, LLC and has been with the firm since July 2019. Robert is a Series 7, 63, 65 and SIE licensed representative and holds a Series 79TO designation. Robert has held previous positions with Freedom Investors Corp., Bedminster Financial Group, Limited, and W. Quillen Securities.
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
NY
07/30/2019 - Present
Pickwick Capital Partners, LLC (WHITE PLAINS NY)
WI
07/22/2015 - 08/04/2017
FREEDOM INVESTORS CORP. (BROOKFIELD WI)
PA
06/22/2009 - 08/01/2013
BEDMINSTER FINANCIAL GROUP, LIMITED (HOLICONG PA)
NY
05/04/2007 - 02/26/2009
W. QUILLEN SECURITIES (NEW YORK NY)
IA
Issued 08/26/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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