Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Genalo has been in the financial services industry since July 12, 1988. Robert is currently registered as a Registered Representative and Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Robert has been associated with this firm since July 2007. Prior to Merrill Lynch, Pierce, Fenner & Smith Inc., Robert was associated with Citigroup Global Markets Inc. and Lehman Brothers Inc. Robert is licensed in 27 states.
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
NY
09/26/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MELVILLE NY)
NY
07/31/1993 - 08/13/2007
CITIGROUP GLOBAL MARKETS INC. (MELVILLE NY)
NY
12/06/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/29/1984 - 04/22/1988
RELIASTAR FINANCIAL MARKETING CORP.
IA
Issued 11/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 12/05/1991
Series 7 - General Securities Representative Examination
BC
Issued 06/20/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/28/1984
Series 6 - Investment Company Products/Variable Contracts 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
Not sure Robert Genalo is the right advisor for you? Invested Better is here to help.
