Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chawandia? Claim Your ProfileChawandia Robson is a financial professional with over 11 years of experience in the financial services industry. Chawandia has a background in financial services and holds several licenses including Series 63, Series 65, Series 7 and Series 10. Chawandia is currently registered with Morgan Stanley and has been with the firm since 2022. Prior to joining Morgan Stanley, Chawandia was employed with E*TRADE Securities LLC for 17 months. Chawandia holds a wide range of licenses and specializations to support the financial needs of individual investors, corporations, business development companies, charitable organizations, investment companies, insurance companies, and pooled investment vehicles.
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
GA
03/02/2023 - Present
Morgan Stanley (Atlanta GA)
GA
07/22/2021 - 11/23/2022
E*TRADE SECURITIES LLC (ALPHARETTA GA)
IA
Issued 02/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Chawandia Robson is the right advisor for you? Invested Better is here to help.
