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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 Melton Snow is a financial advisor at Morgan Stanley. Robert has been in the industry since 1999 and has a wide range of experience in providing financial advice to individuals, families, and businesses. He has passed the Series 7, Series 31, Series 63, and Series 66 exams. Robert is registered with the state of Texas and New Jersey and is also licensed to offer investment advice in 42 states. He is passionate about helping clients achieve their financial goals and is committed to providing personalized, comprehensive financial planning services.
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
04/03/2013 - Present
Morgan Stanley (Houston TX)
NY
10/31/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/12/2003 - 11/26/2008
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
12/22/2000 - 09/18/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/31/2000 - 12/19/2000
ROAN-MEYERS ASSOCIATES, LP (NEW YORK NY)
NY
07/16/1999 - 02/09/2000
LCP CAPITAL CORP. (STATEN ISLAND NY)
BOTH
Issued 12/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/15/1999
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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