Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Timmons is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Robert has over 23 years of experience in the financial services industry. He is also a registered investment advisor in North Carolina and Texas. Robert has held previous positions with CitiStreet Advisors LLC, CitiStreet Equities LLC, Deutsche Bank Securities Inc., Edward Jones, and CSFBDIRECT, INC. Robert is dedicated to providing his clients with comprehensive financial advice and services. Robert has specialized knowledge in various areas such as retirement planning, investment strategies, and estate planning.
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
09/07/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GREENSBORO NC)
NJ
09/01/2005 - 07/10/2006
CITISTREET ADVISORS LLC (SOMERSET NJ)
NJ
01/19/2005 - 09/01/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
10/07/2003 - 11/30/2004
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MO
06/29/2001 - 10/15/2003
EDWARD JONES (ST. LOUIS MO)
NJ
07/12/2000 - 06/04/2001
CSFBDIRECT, INC. (JERSEY CITY NJ)
IA
Issued 09/14/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2000
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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