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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 Lawrence Millner is a financial advisor who has been in the industry since 1984. Robert is currently registered with Morgan Stanley. Robert has held previous registrations with UBS Financial Services Inc., Smith Barney Shearson Inc., Lehman Brothers Inc. and E. F. Hutton & Company Inc. Robert holds Series 3, 7, 31 and SIE licenses. Robert is registered with the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington, and Wisconsin. Robert also has other business affiliations including a limited partner position in CELERO ENERGY, FORT WORTH, TX. Robert's firm, Morgan Stanley, offers asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies. The firm manages approximately $10 billion - $50 billion in client assets.
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
MO
06/01/2009 - Present
Morgan Stanley (Clayton MO)
MO
01/16/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ST. LOUIS MO)
MO
08/20/1993 - 01/27/2009
UBS FINANCIAL SERVICES INC. (ST. LOUIS MO)
NY
07/31/1993 - 08/31/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/18/1984 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 02/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 06/01/1984
Series 3 - National Commodity Futures Examination
BC
Issued 04/14/1984
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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