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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 Bernard Gilson is an investment advisor representative at Morgan Stanley. Robert has been in the securities industry since April 1983 and has been with Morgan Stanley since June 2012. Prior to joining Morgan Stanley, Robert was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Prudential Securities Incorporated. Robert is licensed to sell securities in 53 states and is registered with the Securities and Exchange Commission (SEC) as an investment advisor. Robert is a Series 63 and 65 licensed advisor. Robert also holds the Series 5, 7, 9, 10, 31, and SIE licenses. Robert provides a range of financial services to individuals, businesses, investment companies, insurance companies, and charitable organizations. These include asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
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
CA
03/03/2020 - Present
Morgan Stanley (Montecito CA)
CA
03/20/2000 - 06/18/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MONTECITO CA)
NY
01/05/1987 - 03/22/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
04/19/1983 - 01/12/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 03/25/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/30/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/1983
Series 5 - Interest Rate Options Examination
BC
Issued 04/16/1983
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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