Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Debbs is a financial advisor with over 19 years of experience in the financial services industry. Robert is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Robert previously worked with UBS Financial Services Inc. and Source Capital Group, Inc. Robert holds the Series 63, Series 66 and Series 7 licenses, as well as the SIE exam. Robert is registered to offer securities in multiple states. Robert is a committee member of the United Way of Palm Beach and the Rehabilitation Center for Children and Adults.
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
FL
03/06/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PALM BEACH FL)
FL
03/23/2005 - 03/16/2015
UBS FINANCIAL SERVICES INC. (PALM BEACH FL)
CT
07/26/2004 - 04/04/2005
SOURCE CAPITAL GROUP, INC. (WESTPORT CT)
BOTH
Issued 04/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2004
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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