Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Morelli is a securities professional with experience in the financial industry. Robert holds multiple licenses and registrations, including Series 79TO, SIE, Series 63, and Series 87. Robert is currently registered with Needham & Company, LLC, and previously worked at CROWDSTREET CAPITAL LLC. Robert is an active member of the securities industry and is committed to providing clients with the highest level of service.
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.
Securities research
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.
Pursuant to csa agreements
1
2
MN
01/17/2023 - Present
Needham & Company, LLC (Minnetonka MN)
TX
05/02/2022 - 01/02/2023
CROWDSTREET CAPITAL LLC (AUSTIN TX)
BC
Issued 07/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2023
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/26/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Robert Morelli is the right advisor for you? Invested Better is here to help.
