Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Velez is a financial professional with over 20 years of experience in the financial services industry. Robert has a broad range of experience, having worked with firms such as Ally Invest Securities LLC, Dalton Kent Securities Group, Inc., Dean Witter Reynolds Inc., and Joseph Charles & Assoc., Inc. Robert is currently registered with Robinhood Financial, LLC and Robinhood Securities, LLC. Robert holds Series 7, Series 63, and SIE licenses and is registered in Florida.
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
FL
04/19/2022 - Present
Robinhood Financial, LLC (Lake Mary FL)
FL
05/17/2013 - 02/08/2021
ALLY INVEST SECURITIES LLC (FORT LAUDERDALE FL)
NY
02/22/2001 - 05/22/2001
DALTON KENT SECURITIES GROUP, INC. (NEW YORK NY)
NY
08/04/2000 - 02/06/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
FL
04/04/2000 - 06/20/2000
JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)
BC
Issued 05/27/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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