Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you G. robin? Claim Your ProfileG. robin Wells is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in New Canaan, Connecticut. G. robin Wells has been in the industry for over 20 years and holds a Series 7, Series 66 and SIE licenses. G. robin Wells is registered to offer securities and investment advisory services in Arizona, California, Connecticut, Florida, Georgia, Illinois, Kentucky, Massachusetts, Michigan, New Jersey, New York, Oregon, Pennsylvania, South Carolina, Texas and Wisconsin. G. robin Wells is a highly experienced advisor who provides financial planning, portfolio management and pension consulting services to a wide range of clients, including individuals, businesses, and institutions.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
01/18/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW CANAAN CT)
BOTH
Issued 04/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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