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Robert H. Reber

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CRD#: 715889
RR

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 Harold Reber JR, who also goes by Bob Reber Jr, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1980. Robert had worked at 10 firms and has passed the Series 63, Series 53, Series 14, Series 27, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Reber Jr

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

January 30, 2004 - March 19, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

June 23, 2003 - December 1, 2003

SYNERGY INVESTMENT GROUP, LLC

BD
CRD#: 46035
CHARLOTTE, NC
Past

July 27, 1998 - April 24, 2001

MARION BASS SECURITIES CORPORATION

BD
CRD#: 7961
CHARLOTTE, NC
Past

May 13, 1994 - August 3, 1999

DOMINION INVESTMENT BANKING, INC.

BD
CRD#: 17523
Past

August 28, 1991 - May 22, 1992

INTERNET FINANCIAL SERVICES, INC.

BD
CRD#: 27420
Past

August 9, 1991 - July 18, 1997

FIRST UNION BROKERAGE SERVICES, INC.

BD
CRD#: 8112
CHARLOTTE, NC
Past

March 8, 1989 - January 17, 1991

BUTLER, WICK & CO., INC.

BD
CRD#: 120
YOUNGSTOWN, OH
Past

June 10, 1982 - May 15, 1984

EDGAR M. NORRIS & CO., INC.

BD
CRD#: 2928
Past

March 26, 1982 - May 10, 1982

SELHEIMER & CO.

BD
CRD#: 3417
Past

August 18, 1980 - July 24, 1981

FIRST STATE SECURITIES CORP.

BD
CRD#: 6879

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


State Security Law Exam
RR
Series 63
Date: 7/9/1982
Uniform Securities Agent State Law Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 14
Date: 11/25/1989
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


BO
BANC OF AMERICA INVESTMENT SERVICES, INC.
BANC OF AMERICA INVESTMENT SERVICES, INC. | NCNB SECURITIES, INC. | NATIONSBANC SECURITIES, INC. | NATIONSBANC INVESTMENTS, INC.

CRD#: 16361 / SEC#: , 8-33805

BD
Terminated by SEC on 12/27/2009
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 06/14/1984
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MERRILL LYNCH & CO., INC.SHAREHOLDER
BENSON, MARK JARRETTPRESIDENT/CEO/DIRECTOR/CHAIRMAN1915552
CALL, JOHN SCOTTSVP/CHIEF COMPLIANCE OFFICER/DIRECTOR OF COMPLIANCE2815968
NEWTH, RONALD JOSEPHCHIEF OPERATING OFFICER/DIRECTOR1454390
OSAKI, ISAACCHIEF LEGAL OFFICER4910551
ROMANO, JOHN GARYCFO/DIRECTOR5078610

Disclosures


Regulatory Event53
Civil Event1
Arbitration68

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


BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

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