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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Brett Meyers is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Robert is licensed to offer securities and investment advice in 55 states. Robert has a long history in the industry and has worked for Merrill Lynch in various capacities since 2016. Robert holds a Series 66, Series 7TO, Series 9, Series 10 and Series 31 license. Robert specializes in investments, insurance, and financial planning for both individuals and businesses. Robert is committed to helping clients reach their financial goals.
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
MA
09/21/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
BOTH
Issued 08/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/28/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/06/2023
Series 31 - Futures Managed Funds Examination
BC
Issued 01/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2019
SIE - Securities Industry Essentials 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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