Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Greisinger is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Alpharetta, Georgia. Robert has been in the industry since September 17, 1982 and has experience working with a variety of clients including high-net-worth individuals, corporations, and pension plans. Robert is registered with both FINRA and the Securities and Exchange Commission. Robert holds the Series 7, Series 24, and Series 63 securities licenses. In addition to his work with Merrill Lynch, Robert has also worked for several other financial firms, including Wachovia Securities, LLC, Smith Barney Inc., and Prudential Securities Incorporated.
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
GA
06/13/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ALPHARETTA GA)
GA
01/16/2009 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ALPHARETTA GA)
GA
08/16/2002 - 01/21/2009
WACHOVIA SECURITIES, LLC (ALPHARETTA GA)
NY
06/02/1997 - 08/27/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 06/17/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
11/26/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
CO
01/30/1987 - 11/02/1990
R A F FINANCIAL CORPORATION (DENVER CO)
NA
01/02/1987 - 02/07/1987
J. W. GANT & ASSOCIATES, INC.
NA
02/15/1985 - 01/02/1987
MICHELIN AND COMPANY, INC.
NA
08/26/1982 - 03/04/1985
FIRST JERSEY SECURITIES, INC.
IA
Issued 05/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1982
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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