Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Huntington is a financial professional with over 20 years of experience in the industry. Robert is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. and has held prior positions with firms such as Lincoln Financial Advisors Corporation, Citizens Securities, Inc., M&T Securities, Inc., and Santander Securities LLC. Robert is also a licensed instructor at Southern New Hampshire University. Robert holds several industry licenses, including Series 63, Series 66, Series 7, Series 9, and Series 10.
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
DE
12/15/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WILMINGTON DE)
NJ
04/20/2021 - 04/26/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (CHERRY HILL NJ)
DE
08/26/2020 - 04/20/2021
CITIZENS SECURITIES, INC. (MILFORD DE)
MD
03/01/2019 - 04/06/2020
M&T SECURITIES, INC. (BALTIMORE MD)
PA
07/08/2013 - 06/20/2017
SANTANDER SECURITIES LLC (WAYNE PA)
PA
06/01/2009 - 01/06/2012
MORGAN STANLEY SMITH BARNEY (PHILADELPHIA PA)
NY
03/23/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
DE
10/18/2005 - 02/22/2007
PNC INVESTMENTS (WILMINGTON DE)
FL
08/05/2004 - 12/31/2004
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
NE
02/26/1999 - 08/19/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
FL
01/04/1999 - 01/29/1999
GSG SECURITIES, INC. (BOCA RATON FL)
CO
10/02/1998 - 01/04/1999
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 06/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/16/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1998
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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