Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Morelli is a financial professional with over 20 years of experience in the securities industry. He is currently registered with BA Securities, LLC and holds Series 7, Series 63, and SIE licenses. Robert has held previous positions at firms including A.K. Capital, LLC and UBS Securities LLC. Robert has a strong background in the securities industry and is committed to providing his clients with personalized financial advice. He is a licensed and registered financial advisor in several states, including Pennsylvania, New Jersey, New York, California, Texas, and South Carolina.
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.
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2
PA
05/12/2023 - Present
BA Securities, LLC (W. CONSHOHOCKEN PA)
NY
02/09/2009 - 06/29/2011
A.K. CAPITAL, LLC (NEW YORK NY)
NY
12/01/2000 - 06/03/2008
UBS SECURITIES LLC (NEW YORK NY)
NJ
09/23/1999 - 12/01/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 05/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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