Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Loughlin is a financial professional with over 30 years of experience in the financial services industry. Currently, Robert is a Registered Representative at Morgan Stanley in Middleton, MA. Previously, Robert worked at UBS Financial Services Inc. and Citigroup Global Markets Inc., before that, Lehman Brothers Inc. and Barrett Day Securities, Inc. Robert has a wide range of experience, including serving as a member of the Condominium Board of Directors for 64 Sagamore Road in Bronxville, NY. Robert Loughlin is a licensed and registered Investment Advisor Representative in NY and TX.
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
MA
06/07/2024 - Present
Morgan Stanley (Middleton MA)
NY
05/03/2007 - 06/18/2024
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
07/31/1993 - 05/11/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/23/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
04/19/1991 - 11/27/1992
BARRETT DAY SECURITIES, INC. (NEW YORK NY)
IA
Issued 11/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 04/17/1991
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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