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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 Beier is a financial advisor at Morgan Stanley with over 7 years of experience in the industry. Robert's previous experience includes roles at National Financial Services LLC, Fidelity Brokerage Services LLC, and Fidelity Distributors Company LLC. Robert holds licenses for Series 7, Series 63 and Series 66, as well as the SIE exam. Robert specializes in various financial planning services, including portfolio management, asset allocation advice, financial planning, pension consulting, and educational seminars. Robert is registered to provide services in various states, including Alabama, Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Illinois, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington, and Wisconsin.
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
07/10/2023 - Present
Morgan Stanley (Fort Worth TX)
TX
04/22/2022 - 04/25/2023
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
08/18/2020 - 04/25/2023
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
04/24/2017 - 04/17/2020
FIDELITY DISTRIBUTORS COMPANY LLC (WESTLAKE TX)
FL
08/10/2015 - 03/16/2017
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 07/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
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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