Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Beylickjian is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert has been in the financial services industry since 1989. Robert has experience working with individuals, high-net-worth individuals, corporations, and other businesses. Robert also provides portfolio management for businesses, individuals, and pension consulting services.
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
NJ
08/29/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BRIDGEWATER NJ)
NJ
06/01/2009 - 07/14/2017
MORGAN STANLEY (LAWRENCEVILLE NJ)
NJ
10/12/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LAWRENCEVILLE NJ)
NJ
07/01/2003 - 10/19/2007
WACHOVIA SECURITIES, LLC (LAWRENCEVILLE NJ)
NY
01/18/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
01/28/1995 - 01/26/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
03/21/1989 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 3/31/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/6/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/6/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/19/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 3/18/1989
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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