Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Murano is a financial advisor with over 27 years of experience in the industry. Robert is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is currently active in both broker-dealer and investment advisor capacities. He is licensed to provide financial advice in all 50 states. Robert has a diverse background in the financial services industry, having previously held positions at BANC of America Investment Services, Inc., BrownCo, LLC, TBC Funds Distributor, Inc., and Fidelity Brokerage Services, Inc.
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
NJ
05/10/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
RI
09/21/2006 - 10/23/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)
MA
08/04/1989 - 06/12/2006
BROWNCO, LLC (BOSTON MA)
ME
10/05/1988 - 08/24/1989
TBC FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
NA
01/07/1987 - 03/12/1988
FIDELITY BROKERAGE SERVICES, INC.
BOTH
Issued 05/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/19/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/21/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1986
Series 6 - Investment Company Products/Variable Contracts 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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