Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you R? Claim Your ProfileR. B Teal is a financial advisor with over 25 years of experience in the industry. R. B Teal is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since March 1997. R. B Teal previously worked at THE BOSTON GROUP from December 1995 to February 1997. R. B Teal is licensed in 15 states and holds Series 7, Series 63, and Series 65 licenses. R. B Teal has a wide range of experience in the financial industry and specializes in a variety of investment products and services.
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
TX
03/20/1997 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DALLAS TX)
CA
12/12/1995 - 02/25/1997
THE BOSTON GROUP (LOS ANGELES CA)
IA
Issued 04/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1995
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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