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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 John Dicicco is a financial advisor who has been in the industry since August 6, 2006. Robert currently works for Morgan Stanley. Robert has experience with both individual and institutional clients. Previous firms Robert has worked for include UBS Financial Services Inc., TIAA-CREF Individual & Institutional Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward Jones. Robert is registered to provide advisory services in Texas. Robert is also licensed to provide broker-dealer services in 53 states. Robert is a Series 7, 31, 63, 66, and SIE licensed advisor.
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
TX
10/17/2011 - Present
Morgan Stanley (Dallas TX)
TX
03/18/2008 - 10/19/2011
UBS FINANCIAL SERVICES INC. (DALLAS TX)
TX
08/08/2007 - 03/17/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
01/26/2007 - 07/06/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
MN
05/09/2006 - 11/28/2006
EDWARD JONES (EXCELSIOR MN)
BOTH
Issued 03/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 05/08/2006
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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