Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stephen Eubanks is an investment advisor representative with UBS Financial Services Inc. He is a registered representative in North Carolina, and has been in the financial services industry since August 15, 1985. Robert is licensed to offer investment advisory services to a variety of client types, including individuals, corporations, pension plans, and charitable organizations. He holds the Series 7, 31, and 63 licenses, as well as the SIE and Series 65 exams. Prior to joining UBS Financial Services Inc., Robert worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
NC
01/30/2012 - Present
UBS Financial Services Inc. (RALEIGH NC)
NC
08/16/1985 - 01/31/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARY NC)
IA
Issued 08/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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