Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ionescu is an investment advisor representative with Hennion & Walsh Asset Management, Inc. located in Parsippany, NJ. Robert has been in the financial services industry since 2000. Robert previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, LEGG MASON INVESTOR SERVICES, LLC, and CITIGROUP GLOBAL MARKETS INC. Robert is a registered investment advisor in New Jersey and holds the Series 63, Series 65, Series 7, and Series 24 licenses.
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.
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.
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
09/23/2021 - Present
Hennion & Walsh Asset Management, Inc. (PARSIPPANY NJ)
NY
08/06/2013 - 09/07/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CT
11/29/2007 - 07/23/2013
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
NY
09/25/2000 - 11/29/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 03/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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