Unclaimed
Robyn Dana Burger is an active Registered Representative, currently associated with Citigroup Global Markets Inc. Robyn has over 28 years of experience in the financial services industry and holds Series 7, 10, 24, 63 and SIE licenses. Previously, Robyn was associated with CITICORP INVESTMENT SERVICES, Citigroup Global Markets Inc. and BOATMEN'S INVESTMENT SERVICES, INC. Robyn's areas of expertise include financial planning, asset allocation advice, pension consulting, portfolio management for individuals and businesses, and publication of periodicals.
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.
1
2
NY
05/01/2007 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
03/06/1997 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
04/03/2007 - 04/13/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MO
10/11/1994 - 01/17/1997
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
BC
Issued 12/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/13/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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