Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Waldinger is a financial professional with over 20 years of experience in the industry. Robert has held positions at several firms, including Kershner Trading Group, LLC, Hoak Breedlove Wesneski & Co., Robertson Stephens, Inc., and CIBC World Markets Corp. Robert is currently registered with Chimera Securities, LLC. Robert holds the Series 63, SIE, Series 55 and Series 7 licenses.
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.
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2
NY
08/01/2017 - Present
Chimera Securities, LLC (NEW YORK NY)
TX
12/18/2003 - 11/28/2008
KERSHNER TRADING GROUP, LLC (AUSTIN TX)
TX
06/14/2001 - 10/08/2003
HOAK BREEDLOVE WESNESKI & CO. (DALLAS TX)
CA
04/07/2000 - 04/20/2001
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
NY
12/23/1999 - 03/29/2000
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BC
Issued 01/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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