Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bernoskie is an Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the financial services industry since 1999. Robert is registered with the Securities and Exchange Commission (SEC) and several states, including New Jersey and Texas. Robert has a strong background in financial planning and portfolio management for individuals and businesses. Robert holds a variety of licenses and certifications, including the Series 7, Series 63 and Series 65 exams.
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
NJ
10/24/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SUMMIT NJ)
NJ
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW PROVIDENCE NJ)
NY
04/25/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
PA
05/12/1999 - 04/25/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
IA
Issued 12/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1999
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
Not sure Robert Bernoskie is the right advisor for you? Invested Better is here to help.
