Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Freedman is a financial advisor with over 40 years of experience in the industry. Robert currently works at Morgan Stanley and is registered with both the BrokerCheck and Investment Adviser Public Disclosure (IAPD). Robert is a registered representative in 37 states and is also a registered investment advisor in Pennsylvania and Texas. Robert's experience includes previous roles with Citigroup Global Markets Inc. and Lehman Brothers Inc. Robert is registered with the following exams: Series 63, Series 65, Series 7, Series 8, Series 31, and SIE. Robert's experience covers several areas of financial advice, including portfolio management for individuals and businesses, financial planning, and educational seminars.
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
PA
07/20/2011 - Present
Morgan Stanley (West Conshohocken PA)
PA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WEST CONSHOHOCKEN PA)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/22/1980 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 04/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 12/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robert Freedman is the right advisor for you? Invested Better is here to help.
