Unclaimed
Robert Garabedian is an active investment advisor representative associated with Morgan Stanley. Robert has been in the industry since August 31, 1976 and has a total of 15 approved state registrations. Robert is registered in California and Texas as an Investment Advisor Representative and in several other states as a Broker-Dealer. Robert was previously associated with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc. and Dean Witter & Co. Incorporated. Robert holds Series 5, 7, 63, and SIE licenses.
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
CA
08/22/2018 - Present
Morgan Stanley (Fresno CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FRESNO CA)
CA
02/24/1978 - 04/02/2007
MORGAN STANLEY DW INC. (FRESNO CA)
NA
09/01/1976 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
BC
Issued 12/05/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 02/06/1979
PC - AMEX Put and Call Exam
BC
Issued 08/21/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robert Garabedian is the right advisor for you? Invested Better is here to help.