Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gerl is a financial advisor with over 9 years of experience in the industry. Robert is currently registered with Fidelity Personal and Workplace Advisors. He is licensed to provide investment advice and services in 32 states. Robert holds the Series 7, Series 66, and SIE licenses. Previously, Robert worked at NYLIFE Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, MetLife Securities Inc, and MML Investors Services, LLC. He offers a variety of services, including financial planning, educational seminars, and portfolio management for individuals and businesses. Robert is committed to providing his clients with personalized and comprehensive financial advice.
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.
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.
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.
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2
VA
04/28/2022 - Present
Fidelity Personal AND Workplace Advisors (RESTON VA)
VA
05/13/2020 - 01/05/2021
NYLIFE SECURITIES LLC (VIENNA VA)
VA
10/20/2015 - 07/03/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIENNA VA)
VA
11/07/2014 - 10/06/2015
METLIFE SECURITIES INC. (FALLS CHURCH VA)
VA
05/20/2014 - 09/30/2014
MML INVESTORS SERVICES, LLC (GLEN ALLEN VA)
BOTH
Issued 7/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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