Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mourad is a financial advisor with over 25 years of experience in the financial services industry. Robert is a Certified Financial Planner™ professional and holds Series 3, 7, 9, 10, 63, and 65 licenses. Robert is currently registered with Galliott Capital Advisors, LLC, which is a Registered Investment Advisor with the SEC. Previously Robert worked with UBS Financial Services Inc. and Insigneo Securities, LLC. Robert specializes in working with high-net-worth individuals, families, and businesses. Robert provides a range of financial services, including financial planning, portfolio management, and institutional consulting.
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.
Institutional consulting
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.
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.
Consulting
1
2
CA
06/21/2022 - Present
Galliott Capital Advisors, LLC (BEVERLY HILLS CA)
CA
04/07/2022 - 07/01/2022
INSIGNEO SECURITIES, LLC (Beverly Hills CA)
NJ
03/30/2011 - 04/13/2022
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CA
09/01/1995 - 03/28/2011
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
CA
07/18/1995 - 09/15/1995
BARABAN SECURITIES, INC. (LOS ANGELES CA)
IA
Issued 10/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/14/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2012
Series 3 - National Commodity Futures Examination
BC
Issued 07/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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