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 Reilly is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Robert Reilly has been in the securities industry for over 30 years. He is a registered representative in Massachusetts. Robert Reilly has experience in various financial services including investment advisory, securities, and banking. He is currently registered with Raymond James Financial Services Advisors, Inc. and has previously been registered with several other firms including UBS Securities LLC, Barclays Capital Inc., Lehman Brothers Inc., and Piper Jaffray & Co.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MA
04/25/2023 - Present
Raymond James Financial Services Advisors, Inc. (Newton MA)
MA
03/10/2020 - 03/31/2021
LION STREET FINANCIAL, LLC (Quincy MA)
MA
05/07/2009 - 11/12/2012
UBS SECURITIES LLC (BOSTON MA)
MA
09/22/2008 - 04/20/2009
BARCLAYS CAPITAL INC. (BOSTON MA)
MA
08/07/2006 - 09/22/2008
LEHMAN BROTHERS INC. (BOSTON MA)
MA
05/03/2005 - 07/18/2006
PIPER JAFFRAY & CO. (BOSTON MA)
NY
10/02/1998 - 04/29/2005
PRUDENTIAL EQUITY GROUP, LLC (NEW YORK NY)
MA
03/30/1994 - 06/10/1998
NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)
NY
07/31/1993 - 02/18/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/21/1986 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 12/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/17/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/03/1987
Series 3 - National Commodity Futures Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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