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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Fitzgerald Alcan is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Robert has been working in the financial industry since 2001. Robert is licensed in several states and has a range of certifications. Robert has experience in a number of areas, including investment advisory, portfolio management for businesses and individuals. Robert works with a variety of clients including corporations, high net worth individuals, charitable organizations, and pension and profit-sharing plans. Robert has previously worked with other financial firms including SunTrust Investment Services, Inc., Evergreen Investment Services, Inc., UVEST Financial Services Group, Inc., and Essex National Securities, Inc.
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
VA
07/13/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RICHMOND VA)
MD
09/04/2008 - 09/02/2009
SUNTRUST INVESTMENT SERVICES, INC. (BALTIMORE MD)
NC
09/19/2007 - 09/15/2008
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MD
06/30/2003 - 03/23/2007
UVEST FINANCIAL SERVICES GROUP, INC. (COLUMBIA MD)
CA
05/22/2001 - 07/01/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IA
Issued 08/11/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/21/2001
Series 6 - Investment Company Products/Variable Contracts 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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