Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gary Fernandez is a financial advisor at Morgan Stanley. Robert has been in the financial industry since 1983. Robert is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Robert is also registered in 31 states. Robert has a wide range of experience in the financial industry and is committed to providing excellent service to his clients. Prior to joining Morgan Stanley, Robert worked at Citicorp Global Markets Inc. and Lehman Brothers Inc.
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
TX
06/01/2009 - Present
Morgan Stanley (Austin TX)
TX
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (AUSTIN TX)
NY
08/29/1985 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/30/1983 - 08/19/1985
SWINK & COMPANY, INC.
IA
Issued 01/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1987
Series 5 - Interest Rate Options Examination
BC
Issued 01/16/1987
Series 3 - National Commodity Futures Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1983
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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