Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Charles Likus is a financial advisor who has been active in the industry since June 19, 2018. Robert is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Highland Park, IL. Robert has a strong background in the financial industry, with previous employment at HC Technologies, ARB Trading Group, International Trading Group and Bank of America, N.A. Robert is licensed in several states including Illinois, Texas, Arizona, California, Colorado, Delaware, Florida, Maine, Maryland, Massachusetts, Michigan, Missouri, New York, North Carolina, Ohio, Oregon, Rhode Island, South Carolina, Tennessee, Utah, Washington, and Wisconsin. Robert offers a wide range of services to clients, including portfolio management for individuals and businesses, performance measurement reports, allocation modeling, IPS, research reports and services, pension consulting, and educational seminars.
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
IL
06/11/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HIGHLAND PARK IL)
BOTH
Issued 07/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2018
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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