Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Taliani is a financial advisor currently registered with Fidelity Brokerage Services LLC. Robert has been in the financial services industry since July 14, 2004. Previously, Robert worked at National Financial Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, American Express Financial Advisors Inc., and IDS Life Insurance Company. Robert holds the following licenses: Series 66, Series 10, Series 9, SIE and Series 7.
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.
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.
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RI
11/27/2015 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
RI
07/08/2011 - 05/06/2015
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
RI
10/23/2009 - 06/16/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
RI
03/27/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)
RI
07/30/2003 - 06/08/2007
METLIFE SECURITIES INC. (WARWICK RI)
RI
07/30/2003 - 06/08/2007
METROPOLITAN LIFE INSURANCE COMPANY (WARWICK RI)
MN
03/05/2003 - 04/30/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/05/2003 - 04/30/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/08/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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