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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Price is an active investment advisor representative with Morgan Stanley, having joined in 2009. Robert was previously registered with Morgan Stanley & Co. Incorporated and W.J. Blum & Sons, LLC. Robert has been working in the financial services industry since 2005 and holds licenses in numerous states. Robert has a strong background in securities trading, having passed the Series 55, 57TO, 25 and 7 exams in addition to the Uniform Combined State Law Examination. Robert is registered with the following FINRA firms: Morgan Stanley.
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
NY
06/01/2009 - Present
Morgan Stanley (New York NY)
NY
06/06/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
10/04/2005 - 05/29/2008
W.J. BLUM & SONS, LLC (GARDEN CITY NY)
BOTH
Issued 07/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 02/26/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/20/2006
Series 25 - NYSE Trading Assistant Examination
BC
Issued 02/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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