Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Anthony Biernat is a registered representative with Morgan Stanley. Robert has been working in the financial industry since January 26, 1976. Robert is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in multiple states. Robert has previously worked at Citigroup Global Markets Inc. and Lehman Brothers Inc.. Robert is a Series 7, 8, 9, 10, 15 and 63 and 65 licensed professional. Robert specializes in providing advisory services, portfolio management, and financial planning. Robert is committed to helping clients 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
IL
10/08/2024 - Present
Morgan Stanley (Deerfield IL)
IL
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DEERFIELD IL)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/10/1977 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
01/27/1976 - 03/11/1977
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 06/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/29/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/22/1986
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 10/22/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/31/1977
PC - AMEX Put and Call Exam
BC
Issued 01/17/1976
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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