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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 Winston is a registered investment advisor with Morgan Stanley. Robert has been in the industry since 1986 and has a wide range of experience in the financial services industry. Robert has previously held positions at firms such as Lehman Brothers Inc., Citigroup Global Markets Inc., and Morgan Stanley DW Inc. Robert has a strong understanding of the financial markets and is dedicated to providing clients with personalized investment advice. Robert holds the following licenses: Series 3, Series 7, Series 63, and Series 65.
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
06/01/2009 - Present
Morgan Stanley (Carlsbad CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LA JOLLA CA)
CA
03/24/2006 - 04/02/2007
MORGAN STANLEY DW INC. (LAJOLLA CA)
CA
07/31/1993 - 04/10/2006
CITIGROUP GLOBAL MARKETS INC. (LAJOLLA CA)
NY
03/09/1987 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/27/1986 - 01/23/1987
FIRST WALL STREET CORP.
NA
07/09/1986 - 09/08/1986
TMG SECURITIES, INC.
IA
Issued 08/31/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1987
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/1986
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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