Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobbi? Claim Your ProfileBobbi Jo Van eperen has been in the financial services industry for over 20 years. She has a broad range of experience in the securities industry, having worked for Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and currently with Morgan Stanley. Bobbi Jo Van eperen holds the Series 7, Series 31 and Series 66 licenses, as well as the SIE. She has an active registration with the state of Texas. Bobbi Jo Van eperen is a highly qualified financial advisor who can provide clients with a variety of services including financial planning, asset allocation advice, portfolio management, and investment advice.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WI
06/01/2009 - Present
Morgan Stanley (Green Bay WI)
WI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GREENBAY WI)
WI
12/19/2003 - 04/02/2007
MORGAN STANLEY DW INC. (GREENBAY WI)
BOTH
Issued 01/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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