Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robins is a financial advisor with over 30 years of experience in the industry. He joined Morgan Stanley in 2009 and has held various roles at the firm, including a position with Morgan Stanley Private Bank, N.A. William Robins is registered with FINRA and holds Series 6, 7, 31, 63 and 65 licenses. William Robins is registered to provide investment advice in 19 states and territories, and he is also a registered representative of Morgan Stanley. William Robins is a trusted advisor for individuals, families, and institutions, and he is committed to providing personalized financial planning and investment management services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MD
04/08/2020 - Present
Morgan Stanley (Salisbury MD)
MD
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SALISBURY MD)
MD
07/19/1993 - 04/02/2007
MORGAN STANLEY DW INC. (SALISBURY MD)
MN
12/13/1991 - 07/27/1993
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
NA
03/21/1988 - 12/14/1988
SUN INVESTMENT SERVICES COMPANY
IA
Issued 03/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 02/25/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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