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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Fleener is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Robert Fleener has been in the securities industry for over 10 years. Robert Fleener is registered with FINRA and the state of Arkansas and has passed Series 7, SIE and Series 66 exams. Robert Fleener specializes in portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. Robert Fleener works with clients in Alabama, Arizona, Arkansas, California, Florida, Idaho, Kansas, Minnesota, Missouri, Montana, Nevada, Oklahoma, Oregon, Pennsylvania, Texas, and 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
AR
07/08/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ROGERS AR)
BOTH
Issued 01/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/28/2020
SIE - Securities Industry Essentials 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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