Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Steingold is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Robert has over 39 years of experience in the financial industry. Robert holds a Series 3, Series 7, Series 63, and Series 65 licenses. Robert is registered to provide financial advice in 36 states. Robert specializes in providing financial advice to individuals, businesses, corporations, charitable organizations, insurance companies, banking or thrift institutions, pension and profit-sharing plans, state or municipal government entities, and high-net-worth individuals. Robert has a broad range of experience in providing financial advice to a variety of clients.
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
MI
06/22/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BLOOMFIELD HILLS MI)
MI
06/01/2009 - 07/11/2012
MORGAN STANLEY SMITH BARNEY (TROY MI)
MI
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TROY MI)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/04/1985 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
12/12/1984 - 01/02/1985
FIDUCIARY PLANNING INC.
NA
02/03/1983 - 12/04/1984
DANIEL BRINKMAN INVESTMENT SECURITIES, INC.
IA
Issued 04/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1989
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1983
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
Not sure Robert Steingold is the right advisor for you? Invested Better is here to help.
