Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McGreen has been in the financial services industry since 1987. Robert is currently registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated as a registered representative and investment advisor representative. Before joining Merrill Lynch, Pierce, Fenner & Smith Incorporated, Robert worked for several other firms including Advest, Inc., Dean Witter Reynolds Inc., and Citizens Investment Securities, Inc. Robert has a wide range of experience in the financial services industry and is well-equipped to help clients meet their financial goals. Robert holds the Series 3, 7, and 63 securities licenses, as well as the Series 65 investment advisor license. Robert is also a Registered Principal for Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
07/18/2006 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PROVIDENCE RI)
CT
01/29/1999 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
NY
10/22/1996 - 02/04/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
RI
06/13/1996 - 10/21/1996
CITIZENS INVESTMENT SECURITIES, INC. (JOHNSTON RI)
MN
07/18/1994 - 07/01/1996
CORELINK FINANCIAL, INC. (ST. CLOUD MN)
ME
02/28/1994 - 07/19/1994
440 FINANCIAL DISTRIBUTORS, INC. (PORTLAND ME)
MA
07/27/1992 - 03/04/1994
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
MA
05/30/1991 - 07/09/1992
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
07/21/1987 - 06/24/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1987
Series 3 - National Commodity Futures Examination
BC
Issued 7/18/1987
Series 7 - General Securities 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
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