Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Karpinski is an active Registered Representative and Investment Adviser Representative. Robert has been in the financial industry since February 26, 1984. Robert is currently registered with Morgan Stanley and has been with the firm since June 1, 2009. Prior to that, Robert worked at MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., THOMSON MCKINNON SECURITIES INC., WALTER CAPITAL CORPORATION and KOBRIN SECURITIES, INC.. Robert holds Series 3, 7, 63 and 65 licenses and the SIE exam.
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
NJ
06/01/2009 - Present
Morgan Stanley (Red Bank NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RED BANK NJ)
NJ
04/01/1985 - 04/02/2007
MORGAN STANLEY DW INC. (RED BANK NJ)
NA
09/07/1984 - 03/14/1985
THOMSON MCKINNON SECURITIES INC.
NA
07/30/1984 - 08/31/1984
WALTER CAPITAL CORPORATION
NA
01/25/1984 - 07/19/1984
KOBRIN SECURITIES, INC.
IA
Issued 11/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1989
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1984
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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