Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Phillip Schilling is an active Registered Representative and Investment Advisor Representative with over 40 years of experience in the financial services industry. Currently, Robert Schilling is registered with UBS Financial Services Inc. Prior to UBS Financial Services Inc., Robert Schilling was registered with Janney Montgomery Scott LLC from 10/25/1996 to 8/16/2001.
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.
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.
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.
See schedule d - miscellaneous
1
2
NY
01/14/2022 - Present
UBS Financial Services Inc. (MELVILLE NY)
PA
10/25/1996 - 08/16/2001
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
06/24/1993 - 10/31/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/11/1991 - 07/07/1993
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
NJ
11/02/1988 - 01/04/1991
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NA
03/07/1983 - 11/05/1988
PAINEWEBBER INCORPORATED
NA
07/30/1987 - 10/29/1987
PAINEWEBBER REAL ESTATE SECURITIES INC.
NA
02/04/1983 - 03/15/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 01/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1981
Series 5 - Interest Rate Options Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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