Bob Briggs
Portefeuillebeheerder-Aandelen bij Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Profiel
Mr. Robert S.
Briggs, Jr., is a Senior Vice President & Wealth Management Advisor at Merrill Lynch, Pierce, Fenner & Smith, Inc. He joined Merrill Lynch in April 1996 and provides clients with customized retirement distribution strategies that can generate reliable streams of income.
He received his Bachelor of Science degree in Marketing from Purdue University.
He holds the Certified Financial Planner certification awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Chartered Retirement Planning Counselor designation.
Actieve functies van Bob Briggs
| Bedrijven | Functie | Begin |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Portefeuillebeheerder-Aandelen | 01-04-1996 |
Opleiding van Bob Briggs
| Purdue University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
