Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Oliva is a financial advisor registered with Morgan Stanley, a firm with approximately $10 billion - $50 billion in assets under management. Robert has been in the financial services industry for over 13 years and has passed several industry exams, including the Series 7, Series 9, Series 10 and Series 66. Robert has a strong track record of helping clients achieve their financial goals and has a deep understanding of the financial markets. He is a highly experienced financial advisor with a proven track record of success. Robert is committed to providing clients with personalized advice and guidance to help them meet their financial objectives.
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
FL
04/07/2014 - Present
Morgan Stanley (Aventura FL)
FL
01/17/2011 - 03/31/2014
WELLS FARGO ADVISORS, LLC (AVENTURA FL)
BOTH
Issued 06/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/21/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2011
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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