Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberta? Claim Your ProfileRoberta Krause is a registered representative of Nylife Securities LLC and has been in the financial industry since 2003. She has experience working with various firms such as NYLIFE DISTRIBUTORS LLC, CABRERA CAPITAL MARKETS, LLC, WACHOVIA SECURITIES, LLC, and MCDONALD INVESTMENTS INC. Roberta holds Series 7, 63, and SIE licenses and is currently registered with the state of Ohio.
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
OH
12/20/2013 - Present
Nylife Securities LLC (CLEVELAND OH)
OH
06/14/2010 - 10/18/2013
NYLIFE DISTRIBUTORS LLC (LAKEWOOD OH)
OH
08/28/2007 - 09/17/2009
CABRERA CAPITAL MARKETS, LLC (PEPPER PIKE OH)
OH
07/19/2007 - 08/30/2007
WACHOVIA SECURITIES, LLC (CLEVELAND OH)
OH
11/04/2004 - 07/16/2007
CABRERA CAPITAL MARKETS, LLC (CLEVELAND OH)
OH
05/14/2002 - 11/03/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BC
Issued 12/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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