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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 Hohmann is an active investment advisor representative registered with Morgan Stanley. Robert is also an active investment advisor representative registered with E*TRADE SECURITIES LLC. Robert has a Series 66 license, a Series 9 license, a Series 10 license, a Series 7TO license, and a SIE license. Robert has been in the financial industry for over 2 years and has experience working with a variety of clients including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, banking or thrift institutions, insurance companies, charitable organizations, and investment clubs. Robert is registered in 53 states and the District of Columbia. Robert is also registered in Texas and Florida as an Investment Advisor Representative. Robert specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors. Robert is also a registered representative with Morgan Stanley. Robert is committed to providing his clients with the highest level of service and expertise.
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
FL
09/17/2021 - Present
Morgan Stanley (Tampa FL)
FL
01/13/2022 - 09/05/2023
E*TRADE SECURITIES LLC (Temple Terrace FL)
BOTH
Issued 09/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/29/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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