Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Severin is a financial advisor with Finalis Securities LLC, a firm headquartered in New York, New York. Roberto has over 13 years of experience in the financial services industry. Roberto holds a Series 7, Series 24, and Series 63 license, and has a history of working in the industry at firms such as Citigroup Global Markets Inc. and Groton Securities LLC. Roberto specializes in providing advice to clients in New York, Florida and the District of Columbia.
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
03/22/2024 - Present
Finalis Securities LLC (New York NY)
NY
09/16/2010 - 11/30/2023
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/06/2009 - 09/16/2010
GROTON SECURITIES LLC (OLD WESTBURY NY)
BC
Issued 04/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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