Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Avakian is a financial advisor with Oppenheimer & Co. Inc., headquartered in Boston, MA. Robert has been in the industry since May 29, 2001, and has worked for multiple firms during his career, including First Command Brokerage Services, Inc., Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., Banc of America Investment Services, Inc., Quick & Reilly, Inc. and Morgan Stanley DW Inc. Robert is registered in multiple states, including Massachusetts, Texas, New Hampshire, Florida, California, New York, Connecticut, Maryland, Virginia, Michigan and New Jersey. Robert is a Series 7, Series 66 and Series 99TO licensed professional, and has worked in the financial industry for over 20 years.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
12/17/2022 - Present
Oppenheimer & Co. Inc. (BOSTON MA)
MA
09/17/2008 - 10/03/2022
FIRST COMMAND BROKERAGE SERVICES, INC. (LEXINGTON MA)
MA
01/01/2008 - 05/22/2008
WACHOVIA SECURITIES, LLC (BOSTON MA)
MA
05/21/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BOSTON MA)
MA
10/20/2004 - 11/29/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
09/24/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
06/05/2000 - 09/28/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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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