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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 Berryhill is a financial advisor with Morgan Stanley. Robert has been in the financial services industry for over 30 years, and has experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations. Robert is a licensed financial advisor in several states and has a strong background in investments and financial planning. He is dedicated to helping clients achieve their financial goals.
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
KS
03/22/2012 - Present
Morgan Stanley (Leawood KS)
KS
01/01/2008 - 08/23/2010
WELLS FARGO ADVISORS, LLC (OVERLAND PARK KS)
KS
10/01/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OVERLAND PARK KS)
NY
09/15/1989 - 10/10/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NY
01/29/1986 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
06/24/1985 - 01/01/1986
INVESTACORP, INC.
NA
04/11/1985 - 07/05/1985
FIRST INVESTORS CORPORATION
NA
06/20/1984 - 10/17/1984
FIRST INVESTORS CORPORATION
BC
Issued 06/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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