Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert O'Neil is a financial advisor at Morgan Stanley with over 38 years of experience in the financial services industry. Robert has been registered with the state of Nebraska since 2009 and with the state of Texas since 2020. Robert holds a Series 7, 31 and 63 license. Robert is also a Series 65 licensed advisor and is an approved investment advisor in the state of Nebraska. Robert has a strong background in providing financial advice to high-net-worth individuals, corporations, and institutions. He is also experienced in portfolio management, asset allocation, and financial planning. Robert is committed to providing his clients with personalized financial advice that meets their individual needs. He is dedicated to building long-term relationships with his clients and helping them 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
NE
03/26/2020 - Present
Morgan Stanley (Omaha NE)
NE
04/20/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OMAHA NE)
NE
04/02/2007 - 04/23/2007
MORGAN STANLEY & CO., INCORPORATED (OMAHA NE)
NE
12/09/1994 - 04/02/2007
MORGAN STANLEY DW INC. (OMAHA NE)
MN
10/26/1984 - 12/13/1994
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 06/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/20/1984
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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