Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gerard Munley is a financial professional with over 27 years of experience in the securities industry. Robert has worked with a variety of firms, including TD Ameritrade, Wells Fargo Advisors, and Unified Financial Securities. Robert is currently registered as an investment advisor representative with Charles Schwab & Co., Inc. Robert has a broad range of experience in financial services, including portfolio management, financial planning, and investment advisory services. Robert is licensed to provide investment advice in multiple states.
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.
Wrap fee program sponsor and financial planning advisor referral 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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NY
01/26/2022 - Present
Charles Schwab & CO., Inc. (New York City NY)
NY
01/16/2013 - 05/19/2024
TD AMERITRADE, INC. (NEW YORK NY)
NJ
05/02/2007 - 01/10/2013
WELLS FARGO ADVISORS, LLC (CRANFORD NJ)
IN
01/19/2007 - 04/24/2007
UNIFIED FINANCIAL SECURITIES, INC. (INDIANAPOLIS IN)
MI
06/22/2001 - 03/04/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
05/20/1996 - 02/06/2001
ANDREW, ALEXANDER, WISE & COMPANY INCORPORATED (NEW YORK NY)
NY
12/23/1994 - 05/17/1996
RICKEL & ASSOCIATES, INC. (NEW YORK NY)
NA
05/24/1991 - 12/23/1994
SOUTH RICHMOND SECURITIES, INC.
BOTH
Issued 01/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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