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 McAleer is a financial advisor with UBS Financial Services Inc. based in Boston, Massachusetts. Robert has been in the financial services industry for over 27 years. Robert has a broad range of experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
See schedule d - miscellaneous
1
2
MA
03/14/2017 - Present
UBS Financial Services Inc. (BOSTON MA)
MA
01/06/2011 - 02/12/2016
UBS SECURITIES LLC (BOSTON MA)
MA
11/15/2010 - 12/23/2010
NOMURA SECURITIES INTERNATIONAL, INC. (BOSTON MA)
MA
06/24/2009 - 11/12/2010
WELLS FARGO SECURITIES, LLC (BOSTON MA)
MA
01/14/2008 - 07/07/2009
OPPENHEIMER & CO. INC. (BOSTON MA)
MA
08/30/2001 - 01/14/2008
CIBC WORLD MARKETS CORP. (BOSTON MA)
NY
11/03/1997 - 08/16/2001
GERARD KLAUER MATTISON & CO., INC. (NEW YORK NY)
NY
03/28/1995 - 10/17/1997
SOUTHEAST RESEARCH PARTNERS, INC. (MELVILLE NY)
BOTH
Issued 02/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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