Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bolding is a financial advisor with Finalis Securities LLC. Robert's professional experience includes positions with PCF Capital Markets LLC. Robert holds the Series 63, Series 79, and SIE securities licenses and is registered in California. Robert is also an active participant in the financial services industry. Robert has been a registered financial advisor since May 2018.
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
08/09/2022 - Present
Finalis Securities LLC (New York NY)
MA
05/08/2018 - 05/03/2022
PCF CAPITAL MARKETS LLC (BOSTON MA)
BC
Issued 05/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Bolding is the right advisor for you? Invested Better is here to help.
