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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 J. Insana is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Robert J. Insana has been in the industry since May 2021. Robert J. Insana is licensed to provide investment advice in Rhode Island and Texas. Robert J. Insana has Series 7TO, Series 66, and SIE licenses. Robert J. Insana has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since June 2020. Robert J. Insana has worked at J.P. MORGAN SECURITIES LLC. Robert J. Insana is licensed to provide investment advice in 18 states and the District of Columbia.
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
RI
03/27/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PROVIDENCE RI)
RI
09/22/2022 - 01/18/2024
J.P. MORGAN SECURITIES LLC (Wakefield RI)
RI
03/26/2021 - 08/19/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
BOTH
Issued 5/1/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 7/1/2020
SIE - Securities Industry Essentials 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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