Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Morin has been in the financial services industry for over 30 years, beginning his career in 1993. Robert has extensive experience in both investment advisory and brokerage services, having held positions at firms such as Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Bear, Stearns & Co. Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert is currently registered as an Investment Advisor Representative for CS Planning Corp. and Morin Private Client Group, LLC. Robert's current client focus is on providing wealth management, portfolio management, and financial planning services for individuals and families. Robert's commitment is to providing high-quality investment and financial advice to help clients reach their 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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
08/31/2023 - Present
CS Planning Corp. (PORTLAND OR)
CA
06/01/2009 - 10/18/2010
MORGAN STANLEY SMITH BARNEY (NEWPORT BEACH CA)
CA
05/13/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEWPORT BEACH CA)
CA
03/09/2007 - 05/20/2008
BEAR, STEARNS & CO. INC. (NEWPORT BEACH CA)
ID
06/12/1997 - 03/15/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (IDAHO FALLS ID)
NJ
11/01/1993 - 06/20/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 10/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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