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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 F. Knorr is a financial advisor at Morgan Stanley. Robert has been in the financial industry since August 2000, working previously with UBS Financial Services Inc. and Morgan Stanley DW Inc. Robert has a wide range of experience and is licensed to offer both broker-dealer and investment advisory services. Robert's current registrations include the Series 63 and Series 65, as well as the Series 7 and Series 31 exams. Robert also holds the SIE exam. Robert is a Registered Representative and Investment Advisor Representative in both New Jersey and Texas.
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
04/02/2020 - Present
Morgan Stanley (Morristown NJ)
NJ
06/10/2005 - 05/16/2012
UBS FINANCIAL SERVICES INC. (FLORHAM PARK NJ)
NY
08/01/2000 - 06/14/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 08/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 07/31/2000
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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