Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Chesley Roberson is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since February 5, 2004. John Chesley Roberson is registered in Florida and holds the Series 66, Series 7 and SIE licenses. John Chesley Roberson has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since November 2003. Merrill Lynch, Pierce, Fenner & Smith Inc. is headquartered in New York, NY and has over 27,997 registered representatives and over 26,251 investment advisor representatives. Merrill Lynch, Pierce, Fenner & Smith Inc. manages over $1.27 trillion in assets for individuals, corporations, institutions, and other clients. The firm offers a variety of investment services, including portfolio management, financial planning, and research.
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
NY
03/18/2004 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
BOTH
Issued 03/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2004
Series 7 - General Securities Representative 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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