Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Coronel is an investment professional with over 30 years of experience in the financial services industry. Robert is registered as a registered representative and investment advisor representative with Morgan Stanley and has previously been registered with WELLS FARGO ADVISORS, LLC, CITIGROUP GLOBAL MARKETS INC., and M.L. STERN & CO. INC. Robert has a broad range of experience in the industry and is well-versed in a variety of investment strategies. He holds Series 7, 63, and 65 licenses, as well as the SIE. Robert specializes in providing asset allocation advice, financial planning, pension consulting, and portfolio management for businesses, individuals, 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
CA
08/06/2020 - Present
Morgan Stanley (La Jolla CA)
CA
03/17/2006 - 07/01/2011
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
CA
09/03/1999 - 04/05/2006
CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)
CA
12/16/1991 - 09/24/1999
M.L. STERN & CO. INC. (BEVERLY HILLS CA)
IA
Issued 07/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1991
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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