Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert J Mullarkey is a financial advisor currently registered with Charles Schwab & CO., Inc. Robert has been in the industry since November 6, 1995, and has been with Charles Schwab & CO., Inc. since March 2002. Robert has a broad range of experience in the financial services industry, with prior experience at firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bear, Stearns & Co. Inc. Robert provides financial planning and investment advice and is also a wrap fee program sponsor. He has a strong track record of providing comprehensive financial planning and investment advice to individuals and families. Robert is committed to providing personalized advice and helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
01/02/2019 - Present
Charles Schwab & CO., Inc. (Los Altos CA)
TX
09/23/1997 - 03/21/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
06/29/1995 - 10/24/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/21/1994 - 05/05/1995
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 07/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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