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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allen Hovan is a financial advisor with Morgan Stanley. Robert has been in the financial services industry since 1980. He has worked at several financial institutions including Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Shearson Lehman Hutton Inc. Robert is a registered representative in Rhode Island, Texas and a number of other states. Robert is a Series 7, Series 63 and Series 65 licensed financial advisor and has been with Morgan Stanley since 2009.
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
RI
04/02/2020 - Present
Morgan Stanley (Providence RI)
RI
09/03/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PROVIDENCE RI)
NY
03/15/1988 - 09/10/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/15/1988 - 04/12/1988
SHEARSON LEHMAN HUTTON INC.
NA
04/25/1980 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 10/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1981
Series 5 - Interest Rate Options Examination
BC
Issued 04/19/1980
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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