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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 Iocco is an investment advisor representative with Morgan Stanley. Robert has been in the securities industry since December 2010. Robert is licensed in Pennsylvania and Texas. Prior to joining Morgan Stanley, Robert was employed by Delaware Distributors, L.P. and Vanguard Marketing Corporation. Robert has passed the Series 6, Series 7, Series 63 and Series 65 exams. Robert is a registered investment advisor representative in Pennsylvania and Texas. Robert specializes in providing financial planning, investment advisory services, and portfolio management services for individuals, businesses, and investment companies.
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
PA
04/15/2020 - Present
Morgan Stanley (Blue Bell PA)
PA
01/23/2013 - 02/02/2017
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
PA
11/25/2010 - 01/25/2013
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 03/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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