Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert John Gerling is an active financial advisor with UBS Financial Services Inc. in Wall, New Jersey. He has been in the industry since December 11, 1984 and is a registered representative with the firm. Robert is licensed to provide financial advice in the state of New Jersey.
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.
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.
See schedule d - miscellaneous
1
2
NJ
01/13/2006 - Present
UBS Financial Services Inc. (Wall NJ)
NJ
10/12/2000 - 01/17/2006
MORGAN STANLEY DW INC. (RED BANK NJ)
NY
11/09/1995 - 10/11/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
09/26/1978 - 09/21/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
08/23/1981 - 07/07/1982
SHEARSON LOEB RHOADES INC.
NA
06/26/1980 - 08/14/1981
BEAR, STEARNS & CO.
NA
10/26/1977 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BOTH
Issued 07/31/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 04/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Gerling is the right advisor for you? Invested Better is here to help.
