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Robert Cltc Location
Melville, NY, US
Robert Cltc Work
Founding Member @ Elm Financial Group, Inc. (January 2017 - Present)
Registered Representative @ (May 2013 - Present)
Licensed Agent @ (May 2013 - Present)
International Sales Trader @ Macquarie Capital (USA) (April 2009 - November 2010)
Senior Sales Trader European Equities @ Auerbach Grayson & Co. (December 2000 - January 2008)
Director European Sales Trading @ (August 1995 - November 2000)
Emerging Market Debt and ADR Trader @ Mabon Nugent & Co. (April 1994 - July 1995)
Police Officer @ (July 1986 - September 1992)
Robert Cltc Education
Niagara University
Bachelor's degree (Pre-Law Studies)
1980-1984
The American College of Financial Services
Chartered Special Needs Consultant
Robert Cltc Skills
Investments
Retirement Planning
Insurance
Estate Planning
401k Rollovers
Key Person Protection
Licensed Life Insurance Agent
Small Business
Wealth Preservation Planning
Annuity Sales
Asset Protection
Gifting Strategies
Legacies
Life Insurance
Electronic Trading
Licensed Life Insurance
Fixed Income
Bloomberg
Wealth Preservation
Financial Services
Equity Research
Emerging Markets
Asset Management
Long Term Care Insurance
Investment Banking
Trading
French
Securities
Hedge Funds
Financial Markets
Robert Cltc Summary
Robert Cltc, based in Melville, NY, US, is currently a Registered Representative at NYLIFE Securities LLC. Robert Cltc brings experience from previous roles at Elm Financial Group, Inc., New York Life Insurance Company, Macquarie Capital (USA) and Auerbach Grayson & Co.. Robert Cltc holds a 1980 - 1984 Bachelor's degree in Pre-Law Studies @ Niagara University. With a robust skill set that includes Investments, Retirement Planning, Insurance, Estate Planning, 401k Rollovers and more. Robert Cltc has 3 emails and 2 mobile phone numbers on RocketReach.
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