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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 Burbank is a financial advisor with over 40 years of experience in the financial services industry. Robert is registered with the state of California and Texas and currently works for Morgan Stanley. Robert has held previous positions at UBS Financial Services Inc., Banc of America Securities LLC, Montgomery Securities, PaineWebber Incorporated, Kidder, Peabody & Co. Incorporated and Shearson Lehman Brothers Inc.. Robert holds Series 3, 7, 9, 10, 15, 31, 63, 65, 79TO, and SIE licenses. Robert's client base includes high-net-worth individuals, insurance companies, investment companies, charitable organizations, corporations and businesses, pension and profit-sharing plans, and state or municipal government entities.
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
CA
06/01/2009 - Present
Morgan Stanley (San Francisco CA)
CA
04/21/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN FRANCISCO CA)
CA
07/26/2002 - 05/04/2009
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
NY
10/01/1997 - 07/26/2002
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CA
03/28/1996 - 10/01/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
NJ
01/28/1995 - 03/20/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
11/18/1986 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
09/22/1983 - 11/26/1986
SHEARSON LEHMAN BROTHERS INC.
IA
Issued 07/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/05/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/05/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 10/24/1983
Series 3 - National Commodity Futures Examination
BC
Issued 09/17/1983
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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