Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Whiteside is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with offices in Annapolis, MD and Laurel, MD. Robert has been in the financial services industry since 1995. Robert has a wide range of experience working with clients. Robert has experience providing portfolio management services for individuals and businesses.
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
MD
03/15/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ANNAPOLIS MD)
MD
07/19/2017 - 12/31/2022
NAVY FEDERAL INVESTMENT SERVICES, LLC (ROCKVILLE MD)
MD
11/03/2016 - 07/28/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SILVER SPRING MD)
DC
02/29/2016 - 11/02/2016
LPL FINANCIAL LLC (WASHINGTON DC)
MD
04/18/2007 - 03/22/2016
AMERITAS INVESTMENT CORP. (LAUREL MD)
DC
11/10/2005 - 03/05/2007
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WASHINGTON DC)
TX
11/12/2003 - 10/28/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NE
02/07/2003 - 10/24/2003
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
TX
01/09/1998 - 01/23/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
03/05/1997 - 12/10/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/05/1997 - 12/10/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
SC
02/02/1996 - 01/29/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
02/15/1995 - 02/02/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 03/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/16/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1995
Series 6 - Investment Company Products/Variable Contracts 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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