Unclaimed
Robert Farenhem is a financial professional with experience in the securities industry. Robert has held positions at Bofa Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bank of America Securities LLC. Robert currently works at Fifth Third Securities, Inc., a firm with over $1 billion to $10 billion in assets under management. Robert specializes in financial planning, portfolio management for businesses and individuals, and the selection of other advisors. Robert is registered with FINRA as a registered representative and is licensed to provide investment advice in California, Florida, Mississippi, North Carolina, and Tennessee.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
FL
01/31/2020 - Present
Fifth Third Securities, Inc. (FORT LAUDERDALE FL)
NY
05/10/2019 - 12/19/2019
BOFA SECURITIES, INC. (NEW YORK NY)
NY
06/21/2016 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/15/1999 - 05/31/2002
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 10/4/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/26/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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