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 Griener is a financial advisor at Fidelity Personal And Workplace Advisors, where Robert has been registered since 2021. Robert has been active in the financial services industry since 2000, and has held previous positions at Transamerica Financial Advisors, Inc, Celadon Financial Group LLC, C. L. King & Associates, Inc., Canaccord Genuity Inc., R.W.Pressprich & Co., Maxcor Financial Inc., R. W. Pressprich & Co., Inc., Raymond James & Associates, Inc. and Prudential Securities Incorporated. Robert is registered with FINRA, the state of Texas, and the state of New Jersey.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
07/16/2021 - Present
Fidelity Personal AND Workplace Advisors (BASKING RIDGE NJ)
NY
03/15/2021 - 05/03/2021
TRANSAMERICA FINANCIAL ADVISORS, INC (HAUPPAUGE NY)
NJ
02/13/2017 - 04/23/2019
CELADON FINANCIAL GROUP LLC (MORRISTOWN NJ)
NJ
08/12/2015 - 07/13/2016
C. L. KING & ASSOCIATES, INC. (HOBOKEN NJ)
NY
08/20/2014 - 05/29/2015
CANACCORD GENUITY INC. (NEW YORK NY)
NY
03/19/2004 - 08/20/2014
R.W.PRESSPRICH & CO. (NEW YORK NY)
NY
03/09/2004 - 03/26/2004
MAXCOR FINANCIAL INC. (NEW YORK NY)
NY
03/07/2001 - 03/10/2004
R. W. PRESSPRICH & CO., INC. (NEW YORK NY)
FL
07/24/2000 - 04/06/2001
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
09/29/1998 - 07/24/2000
R. W. PRESSPRICH & CO., INC. (NEW YORK NY)
NY
10/20/1997 - 07/22/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 07/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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