Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Hewett is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Robert has been in the industry since 1999. Robert holds Series 63, Series 24, Series 79TO, and Series 7 licenses. Robert is registered in 14 states. Robert has worked at various firms including Allen C. Ewing & Co., Stephens Inc. and Interstate/Johnson Lane Corporation.
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
NC
10/29/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
NC
05/29/2020 - 04/07/2021
ALLEN C. EWING & CO. (CHARLOTTE NC)
AR
03/09/1999 - 01/22/2004
STEPHENS INC. (LITTLE ROCK AR)
NC
12/21/1992 - 01/06/1999
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
BC
Issued 07/01/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2020
Series 24 - General Securities Principal Examination
BC
Issued 05/29/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/12/2020
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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