Unclaimed
Robert Cregan is a financial professional with experience in the securities industry. Robert is currently registered with Jefferies LLC, a firm with a broad range of financial services. Robert's career began at Morgan Stanley & Co. LLC in 2016, where he gained experience in the financial services industry. Robert has also passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99).
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.
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.
1
2
NY
11/24/2021 - Present
Jefferies LLC (NEW YORK NY)
NY
09/08/2016 - 12/03/2021
MORGAN STANLEY (NEW YORK NY)
NY
06/02/2016 - 09/08/2016
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2016
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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