Unclaimed
Robert Krut has been in the financial industry since September 26, 2000. Robert is currently registered as a Registered Representative with Wells Fargo Clearing Services, LLC. Robert's primary office is located in Birmingham, MI. Robert is a licensed professional, holding multiple licenses and certifications, including the Series 66, Series 7 and SIE. Prior to working with Wells Fargo Clearing Services, LLC, Robert worked for Morgan Stanley, Morgan Stanley & Co. Incorporated and UBS Financial Services 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.
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.
Investment consulting services to institutional clients
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.
1
2
MI
08/17/2017 - Present
Wells Fargo Clearing Services, LLC (BIRMINGHAM MI)
MI
06/01/2009 - 12/10/2015
MORGAN STANLEY (BLOOMFIELD HILLS MI)
MI
02/07/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BLOOMFIELD HILLS MI)
MI
09/27/2000 - 02/15/2008
UBS FINANCIAL SERVICES INC. (BIRMINGHAM MI)
BOTH
Issued 10/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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