Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Collesano has been in the securities industry since April 8, 1981. Robert is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in New Jersey, New York and Texas. Robert has also been previously registered with Paine Webber Incorporated and Bache Halsey Stuart Shields Incorporated. Robert has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the Securities Industry Essentials Examination, the Futures Managed Funds Examination and the General Securities Representative Examination.
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
12/10/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MONTVALE NJ)
NJ
06/17/1986 - 06/08/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
12/03/1981 - 07/02/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
03/23/1981 - 12/11/1981
BACHE HALSEY STUART SHIELDS INCORPORATED
IA
Issued 10/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/21/1981
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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