Unclaimed
Robert Larkin is a financial professional with over five years of experience in the industry. Robert has a Series 79TO, SIE, and Series 79 license. Robert is currently registered with Finalis Securities LLC, where Robert is an Investment Banking Representative. Robert previously worked at CAPSTONE PARTNERS in Boston, MA and HARRIS WILLIAMS & CO. in Richmond, VA. Robert is registered in Virginia and New Jersey.
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
02/22/2023 - Present
Finalis Securities LLC (New York NY)
MA
06/25/2020 - 02/02/2023
CAPSTONE PARTNERS (BOSTON MA)
VA
07/12/2016 - 06/29/2018
HARRIS WILLIAMS & CO. (RICHMOND VA)
BC
Issued 06/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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