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 Rius is a financial advisor with Morgan Stanley. Robert is a registered representative in 41 states and has been active in the industry since August 10, 2004. Robert has earned the Series 7, Series 31, and Series 63 licenses, as well as the Series 65 license for investment advisory services. Robert has experience providing financial planning and portfolio management services to individual clients, as well as businesses and investment companies. Robert serves as treasurer of the Menlo College Alumni Association.
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
11/03/2016 - Present
Morgan Stanley (Burlingame CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BURLINGAME CA)
CA
08/11/2004 - 04/02/2007
MORGAN STANLEY DW INC. (PALO ALTO CA)
BC
Issued 09/10/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/07/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/10/2004
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 Rius is the right advisor for you? Invested Better is here to help.
