Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Donovan is a financial advisor with UBS Financial Services Inc. Robert is registered with the Securities and Exchange Commission (SEC) and FINRA. Robert has been in the financial services industry since 1981. Robert specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Robert is also registered as an Investment Advisor Representative with the SEC and has been with UBS Financial Services Inc. since January 2008.
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
MA
03/01/2012 - Present
UBS Financial Services Inc. (ROCKLAND MA)
MA
07/31/1993 - 01/23/2008
CITIGROUP GLOBAL MARKETS INC. (HINGHAM MA)
NY
02/19/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/26/1981 - 02/22/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 11/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1981
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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