Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Frances O'Herlihy is a financial advisor with Wells Fargo Advisors Financial Network, LLC and has been in the industry since February 5, 1983. Robert is registered with the state of New Jersey and is licensed to provide investment advice and sell securities in multiple states. Prior to joining Wells Fargo, Robert worked at Oppenheimer & Co. Inc., Citigroup Global Markets Inc., Morgan Stanley DW Inc., PaineWebber Incorporated, Shearson Lehman Hutton Inc., Greentree Securities Corp., and Patten Securities Corp.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
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2
NJ
05/20/2016 - Present
Wells Fargo Advisors Financial Network, LLC (HACKENSACK NJ)
NJ
05/01/2009 - 06/01/2016
OPPENHEIMER & CO. INC. (SADDLE BROOK NJ)
NJ
11/28/2003 - 05/21/2009
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
NY
09/01/1992 - 12/02/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
07/14/1989 - 08/26/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
01/31/1985 - 07/31/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
08/26/1983 - 02/20/1985
GREENTREE SECURITIES CORP.
NA
12/29/1982 - 07/22/1983
PATTEN SECURITIES CORP.
IA
Issued 01/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/10/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1986
Series 3 - National Commodity Futures Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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