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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Clynes is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Roberto Clynes has been in the industry since 2006 and is licensed to provide investment advice in Texas, California, Delaware, Oregon, and other states. Roberto Clynes has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2022. Roberto Clynes specializes in providing investment advice to individuals, businesses, corporations, investment companies, insurance companies, charitable organizations, and pension and profit-sharing plans. Roberto Clynes also has experience providing investment advice to high-net-worth individuals.
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
TX
05/26/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
TX
09/17/2021 - 06/13/2022
PNC INVESTMENTS (HOUSTON TX)
TX
03/23/2020 - 09/17/2021
BBVA SECURITIES INC. (HOUSTON TX)
FL
05/16/2013 - 07/18/2016
BBVA SECURITIES INC. (MIAMI FL)
FL
06/30/2009 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (MIAMI FL)
TX
03/09/2006 - 07/01/2009
BBVA INVESTMENTS INC. (HOUSTON TX)
BC
Issued 08/20/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/07/2009
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2006
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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