Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Robb is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with U.S. Bancorp Investments, Inc., and is based in Denver, CO. Michael has previously worked at a number of other firms, including Morgan Stanley, BOK Financial Securities, Inc., and J.P. Morgan Securities LLC. Michael is a Series 7, 66, and 65 licensed professional and holds the SIE exam. Michael is also a board member of the Greater Colorado Council of the Boy Scouts of America. Michael's areas of expertise include financial planning, portfolio management, and selection of other advisors. Michael is committed to providing clients with personalized financial advice and services.
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.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CO
02/13/2023 - Present
U.s. Bancorp Investments, Inc. (Denver CO)
CO
11/15/2021 - 11/02/2022
MORGAN STANLEY (Greenwood Village CO)
CO
06/28/2018 - 12/24/2019
BOK FINANCIAL SECURITIES, INC. (Denver CO)
CO
01/06/2017 - 06/01/2018
BANCWEST INVESTMENT SERVICES, INC. (THORNTON CO)
CO
01/07/2014 - 08/03/2016
J.P. MORGAN SECURITIES LLC (DENVER CO)
CA
08/09/2012 - 11/22/2013
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
CA
04/01/2003 - 07/24/2012
NEUBERGER BERMAN LLC (SAN FRANCISCO CA)
NJ
08/13/2001 - 09/11/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 03/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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