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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Blommel is a financial advisor who has been in the industry since 1993. Robert Blommel is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Robert Blommel has a wide range of experience and holds licenses in several states. Robert Blommel has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1995. Robert Blommel previously worked with David A. Noyes & Company and Dean Witter Reynolds Inc.. Robert Blommel offers a variety of financial services including portfolio management for individuals and businesses, educational seminars, and selection of other advisors.
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
OH
12/10/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMISBURG OH)
OH
12/06/2018 - 12/10/2018
DAVID A. NOYES & COMPANY (Miamisburg OH)
OH
07/24/1995 - 12/07/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMISBURG OH)
NY
04/27/1994 - 08/15/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IL
05/18/1988 - 08/16/1989
BANC ONE BROKERAGE CORPORATION (CHICAGO IL)
IA
Issued 05/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/01/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2010
Series 3 - National Commodity Futures Examination
BC
Issued 11/06/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/25/1994
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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