Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Cornelius Isbrandtsen is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since November 2017. Prior to that, Robert Cornelius Isbrandtsen was a financial advisor at Morgan Stanley. Robert Cornelius Isbrandtsen has been in the financial industry since May 1996. Robert Cornelius Isbrandtsen has a Series 63, Series 65, and Series 7 license and is registered with the following states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Michigan, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Utah, and Virginia.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
08/30/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
CT
05/05/2014 - 07/05/2017
MORGAN STANLEY (GREENWICH CT)
NY
06/01/2009 - 05/30/2013
MORGAN STANLEY (PURCHASE NY)
NY
05/08/1999 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
03/03/2004 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
12/14/1994 - 05/01/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 05/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robert Isbrandtsen is the right advisor for you? Invested Better is here to help.
