Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Muscillo is a financial professional with over 20 years of experience in the industry. Robert is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Pennington, NJ. Robert has held prior positions with several other firms including BNP Paribas Securities Corp., MUFG, Morgan Stanley & Co. LLC, UBS Financial Services Inc., ICapital Markets LLC, IClearing LLC, Datek Online Financial Services LLC, and Datek Online Brokerage Services LLC. Robert is qualified to provide a variety of investment services and products including, but not limited to securities, investment advisory, and insurance products.
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
03/08/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
NY
12/15/2014 - 02/25/2019
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
NY
04/29/2013 - 12/09/2014
MUFG (NEW YORK NY)
NY
05/19/2006 - 05/24/2013
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NJ
10/28/2003 - 12/17/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NE
03/13/2002 - 09/09/2002
ICAPITAL MARKETS LLC (OMAHA NE)
NE
03/13/2002 - 09/09/2002
ICLEARING LLC (OMAHA NE)
NJ
06/30/2001 - 09/09/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NE
01/06/2000 - 06/30/2001
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
BC
Issued 02/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2000
Series 4 - Registered Options Principal Examination
BC
Issued 04/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2000
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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