Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Tyler Post is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., with experience in the financial services industry since 1998. Robert has a strong background in the investment industry, having worked with firms like Morgan Stanley and Citigroup Global Markets Inc. He holds several professional licenses, including Series 7, Series 6, Series 31, Series 63, and Series 65, demonstrating a broad range of financial expertise. Robert offers a range of services for both individuals and businesses, including financial planning, portfolio management, and pension consulting.
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
DC
10/09/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WASHINGTON DC)
VA
06/01/2009 - 10/14/2015
MORGAN STANLEY (MCLEAN VA)
VA
12/15/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MCLEAN VA)
NY
02/27/2003 - 12/16/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NC
06/02/1999 - 06/15/2001
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MA
07/15/1998 - 06/23/1999
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NC
10/31/1995 - 11/17/1997
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 04/04/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1995
Series 6 - Investment Company Products/Variable Contracts 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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