Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Daniel Maher is a financial advisor at Morgan Stanley. Robert has been in the financial services industry since December 2004 and has a Series 7, Series 66 and SIE license. Robert has experience with UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley Smith Barney LLC. Robert Maher currently holds registration in 24 states and 2 territories. Robert specializes in asset allocation advice, financial planning, and portfolio management for businesses and individuals.
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
NJ
04/28/2023 - Present
Morgan Stanley (Sea Girt NJ)
NJ
01/09/2009 - 05/10/2023
UBS FINANCIAL SERVICES INC. (MANASQUAN NJ)
NJ
12/10/2004 - 01/14/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANASQUAN NJ)
BOTH
Issued 01/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2004
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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