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 Feil is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Robert Joseph Feil has been in the industry since November 7, 1996. Robert Joseph Feil has been associated with Merrill Lynch, Pierce, Fenner & Smith Inc. since April 2006. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Robert Joseph Feil was registered with MORGAN STANLEY DW INC. and SMITH BARNEY INC. Robert Joseph Feil is licensed to provide financial advice in California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Michigan, Missouri, Nevada, New York, North Carolina, Pennsylvania, Tennessee, Texas, Utah, Virginia, Wisconsin and Wyoming.
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
IL
01/06/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
NY
01/06/1998 - 04/27/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
02/05/1997 - 02/02/1998
SMITH BARNEY INC. (NEW YORK NY)
NY
05/16/1996 - 08/12/1996
H.J. MEYERS & CO., INC. (ROCHESTER NY)
IA
Issued 04/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 05/15/1996
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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