Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Zavell is a financial advisor with Jonestrading. Robert has over 24 years of experience in the financial services industry. Robert has a wide range of experience and holds several licenses and certifications, including Series 7, 4, 55, 63 and SIE. He also holds a Series 57TO license. Robert is registered to provide investment advice in 50 states. Prior to joining Jonestrading, Robert was employed by LINKBROKERS DERIVATIVES CORPORATION and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
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.
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2
NY
05/20/2010 - Present
Jonestrading (NEW YORK NY)
NJ
03/06/2009 - 05/10/2010
LINKBROKERS DERIVATIVES CORPORATION (JERSEY CITY NJ)
NY
04/06/1998 - 03/18/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 11/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2002
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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