Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Oakley Elrod is an investment advisor representative with over 28 years of experience in the financial services industry. Robert currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. in Greenville, South Carolina. Prior to joining Merrill Lynch, Robert worked for BANC OF AMERICA INVESTMENT SERVICES, INC. and NATIONSSECURITIES. Robert has a strong track record of providing financial advice to individuals, corporations, and institutions. Robert holds the following licenses and certifications: Series 63, Series 65, Series 7, and SIE. Robert is registered to provide investment advice in Alabama, Arizona, California, Florida, Georgia, Illinois, Iowa, Maryland, Minnesota, New Mexico, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and West Virginia.
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
SC
06/25/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GREENVILLE SC)
SC
01/01/1998 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (GREENVILLE SC)
NA
09/02/1993 - 01/01/1998
NATIONSSECURITIES
IA
Issued 10/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1993
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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