Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert P. Morse is a financial professional with over 20 years of experience in the industry. Robert is currently registered with American Portfolios Advisors, Inc. in Holbrook, New York. Robert is also a Registered Investment Advisor and holds the Series 7, Series 65, and Series 66 securities licenses. He has a variety of experience with various financial services and is well-versed in helping clients with their financial planning, investment management, and pension consulting needs.
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.
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.
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2
NY
10/11/2024 - Present
Osaic Wealth, Inc. (ROCHESTER NY)
NY
04/26/2000 - 12/16/2010
AXA ADVISORS, LLC (ROCHESTER NY)
IA
Issued 10/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 5/3/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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