Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Morris Freed is a financial advisor who has been in the industry since 1990. Robert is currently registered with Wells Fargo Clearing Services, LLC, and has been working with them since 2016. Robert has a wide range of experience in the financial services industry, having worked with several firms, including Citigroup Global Markets Inc., Lehman Brothers Inc., and MML Investors Services, Inc. Robert is registered in 45 states and holds Series 6, 7, 63 and 65 licenses.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NJ
01/26/2017 - Present
Wells Fargo Clearing Services, LLC (LINWOOD NJ)
FL
07/31/1993 - 06/08/2006
CITIGROUP GLOBAL MARKETS INC. (AVENTURA FL)
NY
09/24/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
MA
11/07/1990 - 09/18/1991
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 01/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1991
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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