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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 Andrew Amboian is a registered investment advisor representative with Morgan Stanley, based in Farmington Hills, Michigan. Robert has been in the financial industry since 2002 and has a broad range of experience, holding both Series 7 and Series 65 licenses. Robert has also served as a Trustee for several Trusts in addition to being a member of the Investment Committee for St. John Armenian Church IAC. Robert's experience extends across various industries, including banking and insurance, and he has served many different types of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Prior to joining Morgan Stanley, Robert was with Citigroup Global Markets Inc. In addition to his expertise in investment management, Robert also offers financial planning 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.
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
MI
03/19/2020 - Present
Morgan Stanley (Farmington Hills MI)
MI
03/25/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FARMINGTON MI)
IA
Issued 06/14/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/22/2002
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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