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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 Paul Dobos-bubno is a registered representative with Morgan Stanley. Robert Paul Dobos-bubno has been in the industry since April 4, 1995. Robert Paul Dobos-bubno is currently registered with Morgan Stanley. Robert Paul Dobos-bubno is also registered in 30 states and has passed several exams including the Series 65, Series 63, Series 31, and Series 7. Robert Paul Dobos-bubno has previously worked at CITIGROUP GLOBAL MARKETS INC. and QUEST CAPITAL STRATEGIES, INC.. Robert Paul Dobos-bubno's current branch office location is in El Segundo, California.
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
04/23/2020 - Present
Morgan Stanley (El Segundo CA)
CA
03/12/1996 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CARLSBAD CA)
CA
04/05/1995 - 11/26/1996
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IA
Issued 05/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 04/04/1995
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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