Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mark Jurkiewicz is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Robert has been in the financial services industry since 1989. Robert holds a Series 3, Series 7, Series 9, Series 10, Series 31, Series 63, and Series 65 license. Robert has been a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1991. Robert is currently registered with the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West 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
CO
07/29/2004 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DENVER CO)
NY
07/18/1989 - 07/31/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 5/22/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/7/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/20/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 9/20/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/2/2013
Series 3 - National Commodity Futures Examination
BC
Issued 5/15/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 7/15/1989
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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