Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Pisano is a financial advisor at Morgan Stanley with over 13 years of experience in the industry. Robert holds Series 66, 9, 10, 7TO, and SIE licenses. Robert is currently registered with the state of Connecticut, New York, and Texas as a Broker and Investment Advisor. Robert is also a Board member and part of the Audit and Risk Committee for Volunteer New York. Robert specializes in working with high-net-worth individuals, insurance companies, investment companies, and charitable organizations. Robert offers a variety of financial services including financial planning, pension consulting, asset allocation advice, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for investment companies.
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
06/01/2022 - Present
Morgan Stanley (PURCHASE NY)
BOTH
Issued 11/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/04/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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