Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alan Connell is a registered investment advisor representative with Apex Financial Advisors, Inc. Robert Connell has over 40 years of experience in the financial industry. Robert Connell is licensed to offer advisory services in Pennsylvania, Florida, New Jersey, and Texas. Robert Connell has previously held positions with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., BACHE HALSEY STUART SHIELDS INCORPORATED, BACHE HALSEY STUART INC., BACHE & CO INCORPORATED, and BACHE & CO., INCORPORATED. Robert Connell offers a variety of financial services including financial planning, portfolio management for individuals, and selection of other advisors. Robert Connell specializes in investments for high net worth individuals, investment companies and pension and profit sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Real estate investment and management
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
07/19/2012 - Present
Apex Financial Advisors, Inc. (YARDLEY PA)
PA
06/26/2009 - 08/18/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (YARDLEY PA)
PA
06/01/2009 - 07/01/2009
MORGAN STANLEY SMITH BARNEY (NEWTOWN PA)
PA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEWTOWN PA)
NY
05/12/1980 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/16/1977 - 06/09/1980
BACHE HALSEY STUART SHIELDS INCORPORATED
NA
08/27/1976 - 09/16/1977
BACHE HALSEY STUART INC.
NA
02/27/1976 - 08/27/1976
BACHE & CO INCORPORATED
NA
02/24/1975 - 02/27/1976
BACHE & CO., INCORPORATED
IA
Issued 05/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/13/1981
Series 4 - Registered Options Principal Examination
BC
Issued 12/09/1980
Series 24 - General Securities Principal Examination
BC
Issued 08/11/1980
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 06/13/1977
PC - AMEX Put and Call Exam
BC
Issued 02/15/1975
Series 7 - General Securities Representative Examination
Active
Inactive
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