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 Merrill is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Evercore Group LLC, and has previously been registered with International Strategy & Investment Group LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA SECURITIES LLC, TRILLIUM TRADING LLC, HEARTLAND SECURITIES CORP., and DATEK ONLINE BROKERAGE SERVICES CORP. Robert holds several professional licenses including Series 7, Series 24, Series 55, Series 57TO and SIE. Robert is licensed to sell securities in 37 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.
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.
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2
MA
12/22/2015 - Present
Evercore Group LLC (Boston MA)
MA
04/27/2011 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (BOSTON MA)
MA
02/27/2009 - 03/28/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
03/16/2005 - 03/03/2009
BANC OF AMERICA SECURITIES LLC (BOSTON MA)
NY
06/02/2003 - 09/30/2004
TRILLIUM TRADING LLC (NEW YORK NY)
NJ
08/23/2000 - 06/04/2003
HEARTLAND SECURITIES CORP. (EDISON NJ)
NJ
04/21/1998 - 06/12/1998
HEARTLAND SECURITIES CORP. (EDISON NJ)
NE
10/24/1997 - 04/21/1998
DATEK ONLINE BROKERAGE SERVICES CORP. (OMAHA NE)
BC
Issued 04/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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