Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Eugene Silva has been in the financial industry since February 27, 2003. Robert is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since October 2009. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Robert worked at BANC OF AMERICA INVESTMENT SERVICES, INC. from October 20, 2004 to June 30, 2008. Robert is also licensed in Rhode Island.
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
RI
11/12/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Lincoln RI)
RI
10/20/2004 - 06/30/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)
NY
08/11/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NE
06/19/2001 - 09/11/2003
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
12/07/2000 - 06/21/2001
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 04/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/29/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2000
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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