Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Roberti is a financial advisor with Wells Fargo Advisors in FRISCO, TX. Robert Roberti has been working in the financial industry since 1993. He has licenses to provide investment advice and securities services. Robert Roberti is also a member of the Texas Department of Motor Vehicles Board. Robert Roberti provides investment consulting services to institutional clients. Robert Roberti has been registered with the Financial Industry Regulatory Authority (FINRA) since 2012. Previous firms Robert Roberti has been associated with include Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated.
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.
Investment consulting services to institutional clients
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.
1
2
TX
02/03/2012 - Present
Wells Fargo Clearing Services, LLC (FRISCO TX)
TX
06/01/2009 - 02/16/2012
MORGAN STANLEY SMITH BARNEY (PLANO TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PLANO TX)
TX
06/30/1998 - 04/02/2007
MORGAN STANLEY DW INC. (DALLAS TX)
NY
08/13/1993 - 06/08/1998
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 08/31/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 08/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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