Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gleason is an experienced financial advisor with over 19 years in the industry. Robert is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in New Jersey and Colorado, and is also registered as an Investment Advisor Representative in Texas. Robert has a strong track record of success in helping clients achieve their financial goals. He is committed to providing personalized service and guidance to meet each client's unique needs. Prior to joining Merrill Lynch, Robert has held positions at various financial institutions, including Agile Pt Group LLC, Opus Trading Fund LLC, E*TRADE Professional Trading, LLC, Schonfeld Securities, LLC, Heartland Securities Corp., and Datek Online Brokerage Services 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.
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
NJ
11/10/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RED BANK NJ)
NY
02/22/2012 - 06/01/2012
AGILE PT GROUP LLC (NEW YORK NY)
NY
05/18/2006 - 01/07/2008
OPUS TRADING FUND LLC (JERICHO NY)
NY
06/04/2004 - 07/27/2004
E*TRADE PROFESSIONAL TRADING, LLC (NEW YORK NY)
NY
11/16/1998 - 03/23/2004
SCHONFELD SECURITIES, LLC (JERICHO NY)
NJ
04/21/1998 - 06/11/1998
HEARTLAND SECURITIES CORP. (EDISON NJ)
NE
09/09/1997 - 04/21/1998
DATEK ONLINE BROKERAGE SERVICES CORP. (OMAHA NE)
BOTH
Issued 12/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/21/2012
Series 56 - Proprietary Trader Qualification Examination
BC
Issued 08/20/1999
Series 55 - Limited Representative-Equity Trader Exam
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
Not sure Robert Gleason is the right advisor for you? Invested Better is here to help.
