Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Messinger is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with UBS Financial Services Inc. in Sarasota, Florida and has been with the firm since June 1992. Prior to joining UBS Financial Services Inc. he worked at KIDDER, PEABODY & CO. INCORPORATED in New York, New York. Robert has a broad range of experience in providing financial advice, including investment management, financial planning and retirement planning. He is also a licensed securities professional and holds multiple industry certifications.
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.
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.
See schedule d - miscellaneous
1
2
FL
06/12/1992 - Present
UBS Financial Services Inc. (SARASOTA FL)
NY
04/18/1984 - 06/19/1992
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 01/28/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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