Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Nicolosi is a financial advisor with over 20 years of experience in the financial industry. Robert is currently registered with TIAA-CREF Individual & Institutional Services, LLC in Palo Alto, California and has previously worked with several other firms including Scottrade, Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Robert specializes in financial planning, portfolio management for individuals and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CA
11/08/2016 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PALO ALTO CA)
CA
10/24/2014 - 10/26/2016
SCOTTRADE, INC. (SUNNYVALE CA)
CA
06/01/2009 - 12/10/2009
MORGAN STANLEY SMITH BARNEY (SAN FRANCISCO CA)
CA
01/14/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN FRANCISCO CA)
CA
07/03/2000 - 06/19/2006
MORGAN STANLEY DW INC. (PALO ALTO CA)
IA
Issued 11/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2009
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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