Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Chaykin is a financial advisor with Morgan Stanley, a firm with over $1.4 trillion in assets under management. Robert has been in the financial services industry since 1983 and has experience providing a wide range of services, including financial planning, portfolio management, and asset allocation advice. Robert has held several prior roles with other firms including CITIGROUP GLOBAL MARKETS INC., WELL FARGO INVESTMENTS, LLC, and EQUITEC SECURITIES COMPANY, among others. Robert has a diverse client base, including individuals, high-net-worth individuals, corporations, and charitable organizations.
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
03/03/2020 - Present
Morgan Stanley (LOS GATOS CA)
CA
10/01/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LOS GATOS CA)
CA
01/13/2006 - 10/10/2007
WELLS FARGO INVESTMENTS, LLC (SAN JOSE CA)
NY
08/05/2004 - 09/26/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
02/16/1998 - 08/05/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CT
02/28/1991 - 02/10/1998
ZWEIG SECURITIES CORP. (HARTFORD CT)
NA
07/06/1988 - 03/07/1991
POLARIS SECURITIES CORPORATION
NA
03/22/1983 - 06/14/1988
EQUITEC SECURITIES COMPANY
IA
Issued 06/12/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/29/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/01/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/19/1983
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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