Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bruce Kerns is a financial advisor working with Morgan Stanley. Robert has been working in the industry since May 22, 2020. Robert has been registered with the Financial Industry Regulatory Authority (FINRA) since February 25, 2020 and is currently registered with Morgan Stanley in Arizona and Texas. Robert holds the Series 66, Series 7TO, and SIE securities licenses. Robert has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated as well as American Family Insurance. Robert is also active in the Coyotes Amateur Hockey Association (CAHA Chandler Bobcats) as a coach.
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
AZ
05/24/2022 - Present
Morgan Stanley (GILBERT AZ)
AZ
02/25/2020 - 02/24/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PEORIA AZ)
BOTH
Issued 10/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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