Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Morrissey is a financial advisor with over 13 years of experience in the industry. Robert Morrissey has been with Charles Schwab & Co., Inc. since December 2022 and previously worked at TD Ameritrade, Inc. and Edward Jones. Robert Morrissey is registered with the state of Nebraska as an Investment Advisor Representative (IAR) and a Registered Representative (RR).
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
10/05/2022 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
NE
04/09/2010 - 07/06/2023
TD AMERITRADE, INC. (OMAHA NE)
NE
09/29/2009 - 02/05/2010
EDWARD JONES (OMAHA NE)
BOTH
Issued 10/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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