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 McGreen is a financial advisor with over 35 years of experience in the industry. Robert is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked with several other financial institutions. Robert holds several licenses and certifications, including Series 3, 7, 63, and 65. Robert specializes in providing financial advice to individuals, businesses, and institutions. Robert's areas of expertise include portfolio management, financial planning, and investment advice. Robert's experience and knowledge make him a valuable resource for anyone seeking financial advice.
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 07/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1987
Series 3 - National Commodity Futures Examination
BC
Issued 07/18/1987
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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