Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Burns is a financial advisor with Morgan Stanley. Robert has been in the financial services industry since 1992. Robert has earned licenses for Series 7, Series 63, Series 65 and SIE exams. Robert has been registered with Morgan Stanley since 2016. Prior to joining Morgan Stanley, Robert was registered with UBS Financial Services Inc. and Wachovia Securities. Robert provides financial advice to a variety of clients including individuals, high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and banking or thrift institutions.
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
FL
11/12/2020 - Present
Morgan Stanley (STUART FL)
FL
10/27/2006 - 01/26/2016
UBS FINANCIAL SERVICES INC. (STUART FL)
NY
07/01/2003 - 10/31/2006
WACHOVIA SECURITIES, LLC (SOUTHAMPTON NY)
NY
04/12/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
07/27/1992 - 04/16/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 03/19/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1992
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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