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RZ

Robert E. Zoellner

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CRD#: 477034
RZ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Emil Zoellner was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1966. Robert had worked at 3 firms and has passed the Series 1 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 23, 1982 - May 28, 2002

P.R. BURKE & CO., INC.

BD
CRD#: 13558
NEW YORK, NY
Past

October 28, 1968 - November 4, 1976

EDWARDS & HANLY SECURITIES, INC.

BD
CRD#: 1723
Past

November 10, 1966 - March 19, 1980

EDWARDS & HANLY

BD
CRD#: 6554

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 1
Date: 2/14/1956
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 00
Date: 10/28/1966
General Securities Principal Examination

Current Firm


PB
P.R. BURKE & CO., INC.
P. R. BURKE & CO. | P.R. BURKE & CO., INC. | P.R. BURKE

CRD#: 13558 / SEC#: , 8-28509

BD
Terminated by SEC on 07/29/2002
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 12/30/1987
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BURKE REILLY, PATRICIA, ANNESHAREHOLDER, DIRECTOR
GREGG, JAMES MICHAELPRES., DIR., SROP, CROP, CEO, SHAREHOLDER1181136
RONEY, CHARLES PATRICKTREASURES, FINOP, CFO, DIRECTOR, SHAREHOLDER1978773

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


P.R. BURKE & CO., INC.

CRD#: 13558

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