Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dandridge Saunders is an active Registered Representative and Investment Advisor Representative in North Carolina, Texas and Virginia. Robert has been in the industry since 1983 and currently works for Morgan Stanley. Robert also has past experience with Citigroup Global Markets Inc., Lehman Brothers Inc. and The Robinson-Humphrey Company Inc.. Robert has a variety of certifications and licenses including the Series 3, 7, 9, 10, 63 and 65. Robert specializes in a variety of financial products and services including individual, business, and investment company portfolio management, financial planning, and pension consulting.
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
NC
06/01/2009 - Present
Morgan Stanley (Winston-Salem NC)
NC
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WINSTON-SALEM NC)
NY
11/21/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/01/1983 - 11/25/1988
THE ROBINSON-HUMPHREY COMPANY INC.
IA
Issued 10/09/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1983
Series 3 - National Commodity Futures Examination
BC
Issued 02/19/1983
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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