Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Adikes is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Robert has been in the industry since July 2018. Robert is licensed in both Florida and Texas. Robert holds the Series 7, Series 66, and SIE licenses. Robert previously worked at AXA Advisors, LLC. Robert has a long history in the financial services industry, including experience at Florida State University, Aegis Business Credit, and Bank of America, NA. Robert works with a wide range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans.
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
03/30/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DUNEDIN FL)
FL
07/02/2018 - 02/28/2020
AXA ADVISORS, LLC (JACKSONVILLE FL)
BOTH
Issued 01/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2018
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
Not sure Robert Adikes is the right advisor for you? Invested Better is here to help.
