Unclaimed
Robert Stephen Page is a financial advisor based in STAMFORD, CT. Robert is registered with Kelson Capital LLC and has been in the industry since 2020. He holds Series 63, Series 65, SIE, Series 7TO and Series 7 licenses. Robert has previously worked for XT CAPITAL PARTNERS, LLC and PRUDENTIAL-BACHE SECURITIES 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.
1
2
CT
10/04/2022 - Present
Kelson Capital LLC (STAMFORD CT)
CT
02/29/2020 - 08/03/2022
XT CAPITAL PARTNERS, LLC (WESTPORT CT)
NA
08/24/1990 - 11/19/1990
PRUDENTIAL-BACHE SECURITIES INC.
BC
Issued 09/28/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/29/2020
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/23/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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