Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Podolsky is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Boca Raton, FL. Robert has been in the financial services industry since 1985 and is licensed to provide investment advice in Connecticut, Florida, New York, and Texas. Robert previously worked at Morgan Stanley and UBS Financial Services Inc.
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
FL
09/09/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOCA RATON FL)
NY
06/01/2009 - 09/19/2016
MORGAN STANLEY (JERICHO NY)
NY
01/16/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (JERICHO NY)
NY
03/08/1993 - 01/27/2009
UBS FINANCIAL SERVICES INC. (MITCHEL FIELD NY)
NY
08/20/1985 - 04/02/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 05/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1986
Series 3 - National Commodity Futures Examination
BC
Issued 08/17/1985
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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