Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Conroy has been in the financial services industry since 1999. Robert currently works at PGIM Investments LLC, previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Robert has been with PGIM Investments since 11/2022. The advisor is registered with both FINRA and the state of New Jersey. Robert has earned the Series 6, 7, 63, 65, 24, and 53 licenses.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
12/02/2022 - Present
Pgim Investments LLC (Newark NJ)
NJ
09/26/2018 - 11/10/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
08/08/2011 - 09/04/2018
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
07/19/2005 - 06/27/2011
AXA ADVISORS, LLC (NEW YORK NY)
NC
07/20/2005 - 06/23/2011
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
AZ
03/12/2002 - 06/28/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NJ
09/02/1999 - 05/15/2001
CSFBDIRECT, INC. (JERSEY CITY NJ)
PA
11/22/1994 - 04/30/1996
SEI FINANCIAL SERVICES COMPANY (OAKS PA)
IA
Issued 10/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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