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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Donald Askew is an active investment advisor representative in the state of Washington. Robert has been active in the financial industry since September 20, 1987 and has worked for several notable firms including Morgan Stanley and UBS Financial Services Inc. Robert is registered with the Securities and Exchange Commission (SEC) and FINRA and has a Series 7 and 63 registration. Robert has been a registered investment advisor representative since 2009 and is currently registered with Morgan Stanley. Robert specializes in a variety of investment strategies and services and is licensed to provide investment advice to individuals and businesses.
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
DC
02/19/2020 - Present
Morgan Stanley (Washington DC)
DC
04/02/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WASHINGTON DC)
DC
09/27/2002 - 04/15/2009
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
NY
01/13/2001 - 10/10/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
08/24/1994 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NJ
11/17/1987 - 08/16/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
05/21/1987 - 07/23/1987
BLINDER, ROBINSON & CO., INC.
IA
Issued 10/29/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
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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