Unclaimed
Robert Fairchild is a financial advisor with Morgan Stanley, located in KERRVILLE, TX. Robert Fairchild has been in the financial services industry since 1992. Before joining Morgan Stanley in 2009, Robert Fairchild worked at MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and PRUDENTIAL SECURITIES INCORPORATED. Robert Fairchild holds Series 63, 65, 7, 9 and 10 licenses.
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 (KERRVILLE TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (KERRVILLE TX)
TX
04/02/2001 - 04/02/2007
MORGAN STANLEY DW INC. (KERRVILLE TX)
NY
11/28/1995 - 04/05/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/09/1992 - 12/01/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/09/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/13/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1992
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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