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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 Stofa is an investment advisor representative with Morgan Stanley. Robert has been in the industry since 1995 and is licensed in 43 states. Robert is also registered as an Investment Advisor Representative in Delaware and Texas. Prior to joining Morgan Stanley, Robert was employed at Wilmington Brokerage Services Company and 1717 Capital Management Company. Robert has extensive experience in the financial services industry and is committed to providing clients with personalized financial advice.
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
DE
08/05/2011 - Present
Morgan Stanley (Greenville DE)
DE
10/24/1996 - 08/01/2011
WILMINGTON BROKERAGE SERVICES COMPANY (WILMINGTON DE)
DE
06/27/1995 - 10/31/1996
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 10/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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