Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert James Baggett is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in LAKE OSWEGO, OR and VANCOUVER, WA. Robert is licensed in 53 states and the District of Columbia and is also registered in Texas as an investment advisor representative. Robert James Baggett has been in the financial industry since 2014 and has experience working with a variety of clients including high-net-worth individuals, corporations, and pension plans. Merrill Lynch, Pierce, Fenner & Smith Inc. is a large financial services firm with over $1 trillion in assets under management. They offer a wide range of investment products and services to individual and institutional clients.
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
OR
09/22/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LAKE OSWEGO OR)
AZ
02/24/2014 - 10/02/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 04/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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