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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 Manning is a financial advisor with Morgan Stanley. Robert has been in the financial industry since 1988 and has experience with a variety of firms, including Citigroup Global Markets, Deutsche Bank Securities, and Alex. Brown & Sons. Robert is registered to provide investment advice in a number of states and holds the Series 7, Series 63, and Series 65 licenses. Robert specializes in providing financial planning, asset allocation advice, and portfolio management services to a variety of clients, including individuals, families, businesses, and institutions.
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
02/11/2014 - Present
Morgan Stanley (Menlo Park CA)
CA
02/23/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MENLO PARK CA)
NY
01/13/2001 - 03/02/2005
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
08/07/1995 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NY
05/22/1989 - 08/23/1995
SMITH BARNEY INC. (NEW YORK NY)
NA
02/01/1988 - 05/22/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 10/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1987
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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