Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bennett is a financial advisor with over 30 years of experience in the industry. Currently, Robert is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Prior to joining Merrill Lynch, Robert worked at UBS FINANCIAL SERVICES INC. and MORGAN STANLEY DW INC. Robert is a highly experienced advisor with a broad range of experience in the financial services industry. Robert is dedicated to providing his clients with personalized financial advice and investment management services. Robert provides a wide range of financial services including portfolio management, financial planning and investment advisory services.
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
FL
09/26/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PALM BEACH FL)
FL
11/04/2005 - 10/01/2014
UBS FINANCIAL SERVICES INC. (PALM BEACH FL)
NY
03/04/1992 - 11/08/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
GA
10/24/1990 - 01/15/1992
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
04/10/1990 - 10/26/1990
MAPLE LEAF SECURITIES, INC.
NA
10/19/1988 - 02/14/1989
MAPLE LEAF SECURITIES, INC.
IA
Issued 12/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 10/15/1988
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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