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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 Giannetti has been a registered representative since April 2001. Robert Giannetti is affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm that offers investment advisory services. Robert Giannetti has been affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. since January 2001 and also has a prior affiliation with Bank of America, NA. Robert Giannetti has passed the Uniform Investment Adviser Law Examination, the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, the Futures Managed Funds Examination and the General Securities Representative Examination.
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
CT
04/23/2002 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GREENWICH CT)
IA
Issued 11/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/31/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/09/2001
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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