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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 Anders is a financial advisor with Morgan Stanley. Robert has over 8 years of experience in the financial services industry. Robert is registered with the state of New Jersey and New York as a Registered Representative and Investment Advisor Representative. Robert is also registered in Texas as a Registered Representative. Robert's experience includes working with individual clients, high-net-worth individuals, corporations and businesses, insurance companies, and pension and profit-sharing plans. Robert's specializations include portfolio management, financial planning, and asset allocation. Robert is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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
NY
04/09/2021 - Present
Morgan Stanley (Garden City NY)
NY
05/23/2013 - 04/30/2021
UBS FINANCIAL SERVICES INC. (GARDEN CITY NY)
NY
08/10/2012 - 09/13/2012
AXA ADVISORS, LLC (MELVILLE NY)
BOTH
Issued 06/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2014
Series 3 - National Commodity Futures Examination
BC
Issued 08/09/2012
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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