Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wilkinson is a financial advisor currently working for Citigroup Global Markets Inc. in Newbury Park, California. Robert has been active in the financial industry since 1992. Previously, Robert worked for ALLSTATE FINANCIAL SERVICES, LLC, PRUDENTIAL ANNUITIES DISTRIBUTORS, INC, PRUCO SECURITIES, LLC, MML INVESTORS SERVICES, LLC, PRUCO SECURITIES, LLC., PRINCOR FINANCIAL SERVICES CORPORATION, METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, CAPITAL BROKERAGE CORPORATION, PRUDENTIAL SECURITIES INCORPORATED, PRUCO SECURITIES CORPORATION and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
06/14/2022 - Present
Citigroup Global Markets Inc. (Newbury Park CA)
CA
07/08/2021 - 05/31/2022
ALLSTATE FINANCIAL SERVICES, LLC (Oak View CA)
WA
03/26/2020 - 03/31/2021
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (Camas WA)
NJ
02/23/2017 - 03/31/2020
PRUCO SECURITIES, LLC. (NEWARK NJ)
CA
01/26/2016 - 01/26/2017
MML INVESTORS SERVICES, LLC (PASADENA CA)
CA
04/27/2012 - 03/09/2015
PRUCO SECURITIES, LLC. (SHERMAN OAKS CA)
CA
04/11/2011 - 04/05/2012
PRINCOR FINANCIAL SERVICES CORPORATION (GLENDALE CA)
CA
12/10/2002 - 04/08/2011
METLIFE SECURITIES INC. (LOS ANGELES CA)
CA
12/10/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WESTLAKE VILLAGE CA)
VA
10/29/2001 - 11/04/2002
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NY
02/27/2001 - 07/17/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
11/13/1996 - 03/26/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
02/11/1991 - 10/29/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
02/11/1991 - 10/29/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/09/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/09/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2001
Series 3 - National Commodity Futures Examination
BC
Issued 11/27/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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