Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Selleck has been in the financial industry since January 20, 1998. Robert is currently registered with Morgan Stanley and is licensed in Arizona, California, Connecticut, Georgia, Maine, Massachusetts, New Mexico, New York, Pennsylvania, Rhode Island, Texas, and Vermont. Robert has previously worked with MORGAN STANLEY & CO. INCORPORATED, BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and DEAN WITTER REYNOLDS INC. Robert has passed the Series 63, 65, 7, 31, and SIE exams.
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
AZ
06/01/2009 - Present
Morgan Stanley (Tucson AZ)
MA
03/05/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
MA
10/20/2004 - 03/04/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
12/06/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
10/19/1998 - 03/06/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/21/1998 - 10/19/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 01/20/1998
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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