Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Warrick Brameister is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds both Series 7 and Series 63 licenses. Previously, Robert worked with Morgan Stanley for five years and Tower Square Securities, Inc. for six years. Robert has a wide range of experience in providing financial advice and specializes in portfolio management for individuals and businesses, as well as 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
FL
12/28/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BRADENTON FL)
FL
07/16/2010 - 09/28/2015
MORGAN STANLEY (BRADENTON FL)
FL
07/06/2004 - 07/23/2010
TOWER SQUARE SECURITIES, INC. (BRADENTON FL)
MA
10/14/1999 - 07/23/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
FL
08/04/1995 - 10/12/1999
FAS WEALTH MANAGEMENT SERVICES, INC. (SARASOTA FL)
IA
Issued 04/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1995
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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