Years of Experience
5-20+ Years
Laguna Niguel, CA
42 Years Experience
0 Disclosures
ADVISOR BIO
Robert Laurence Brown is a financial advisor registered with Morgan Stanley. He is licensed to provide investment advice in multiple states, including California and Texas. Robert has been working in the securities industry since 1983. Prior to working at Morgan Stanley, Robert worked at METLIFE SECURITIES INC., SECURIAN FINANCIAL SERVICES, INC., PRUCO SECURITIES CORPORATION, SWS FINANCIAL SERVICES, CITY NATIONAL SECURITIES, INC., ASCEND FINANCIAL SERVICES, INC., UBOC INVESTMENT SERVICES, INC., WASHINGTON SQUARE SECURITIES, INC., THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY, MIMLIC SALES CORPORATION, CONSOLIDATED RESOURCES, INC., and FDI SECURITIES, INC.
SPECIALIZATIONS
ELK GROVE, CA
7 Years Experience
0 Disclosures
ADVISOR BIO
Robert Wyatt Fisher is a financial advisor at Fidelity Personal And Workplace Advisors with over 6 years of experience in the industry. Robert holds Series 6, 7TO, 63 and 66 licenses and has been registered as a broker-dealer and investment advisor representative in 53 states and the District of Columbia. Robert's background includes experience at Wells Fargo Clearing Services, LLC and Lincoln Financial Advisors Corporation. Robert's specialties include Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.
SPECIALIZATIONS
SACRAMENTO, CA
8 Years Experience
0 Disclosures
ADVISOR BIO
Robert Glynn Moore II is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Robert has been in the securities industry for over 11 years. Robert works with a wide variety of clients including high net worth individuals, corporations, insurance companies, charitable organizations, and pension and profit sharing plans. Robert has a strong background in portfolio management and financial planning and is committed to helping clients reach their financial goals. Before joining Merrill Lynch, Robert worked at Waddell & Reed, Inc.
SPECIALIZATIONS
SAN DIEGO, CA
12 Years Experience
0 Disclosures
ADVISOR BIO
Robert Basile is a financial advisor at Independent Financial Group, LLC. Robert has been in the industry since 2012 and has a Series 7, Series 99 and SIE license. Robert is registered with FINRA. The firm provides financial planning, pension consulting, selection of other advisors, portfolio management for individuals and businesses.
SPECIALIZATIONS
ONTARIO, CA
29 Years Experience
0 Disclosures
ADVISOR BIO
Robert Banis is an investment advisor representative and registered representative with LPL Financial LLC. Robert has been in the industry since July 13, 1996. Robert is licensed in California as an Investment Advisor Representative and as a Registered Representative. Robert has earned the Series 7, Series 24, Series 63 and Series 65 licenses and holds the SIE designation. Robert is also a Registered Principal with LPL Financial LLC. Prior to joining LPL Financial LLC, Robert was employed by M Holdings Securities, Inc., Pacific American Securities, LLC, and Fidelity Brokerage Services LLC.
SPECIALIZATIONS
Irvine, CA
10 Years Experience
2 Disclosures
ADVISOR BIO
Robert Zink is a financial advisor with Emerson Equity LLC, a firm that specializes in providing portfolio management for individuals and financial planning. Robert holds the Series 63, Series 22, and SIE licenses. Robert has been in the financial industry since 2015. Prior to joining Emerson Equity LLC, Robert worked at Whitehall-Parker Securities, Inc. in Wilsonville, OR, Colorado Financial Service Corporation in Centennial, CO, MICG Investment Management, LLC in Newport News, VA, and Canyon Creek Financial, LLC in Lake Oswego, OR. Robert's specialties include investment management, financial planning, and private placement life insurance.
SPECIALIZATIONS
SAN FRANCISCO, CA
21 Years Experience
0 Disclosures
ADVISOR BIO
Robert Devens is a financial advisor with over 19 years of experience in the industry. Robert has a Series 7, Series 3, Series 66 and SIE licenses. Robert is currently registered with Goldman Sachs & Co. LLC, and is licensed in 53 states. Robert is a registered representative of Goldman Sachs & Co. LLC. This means that Robert is qualified to provide investment advice and brokerage services to clients.
SPECIALIZATIONS
Corona, CA
13 Years Experience
0 Disclosures
ADVISOR BIO
Robert Stepanian is an Investment Advisor Representative with Horace Mann Investors, Inc., a financial services firm headquartered in Springfield, Illinois. Robert has been in the industry since January 16, 2012, and holds Series 6 and 63 licenses, as well as the Securities Industry Essentials Examination (SIE). Robert is licensed in California, and he is currently registered with Horace Mann Investors, Inc., in Corona, CA. The firm provides investment advice to a variety of client types, including individuals, corporations, and other investment advisors. Robert is committed to providing his clients with the highest level of service and support.
SPECIALIZATIONS
SIGNAL HILL, CA
29 Years Experience
0 Disclosures
ADVISOR BIO
Robert Weiss is a financial advisor with over 27 years of experience in the industry. Robert is currently registered with LPL Financial LLC in Signal Hill, California. Robert has previously held positions at UBS PaineWebber Inc., WM Financial Services, Inc., Great Western Financial Securities Corporation, FIMCO Securities Group, Inc., Northern Capital Securities Corporation, PaineWebber Incorporated, and Baraban Securities, Inc. Robert's areas of expertise include financial planning, portfolio management, and investment advisory services. Robert provides services to individuals, corporations, and other business entities.
SPECIALIZATIONS
UPLAND, CA
33 Years Experience
0 Disclosures
ADVISOR BIO
Robert Begley is a financial advisor with over 30 years of experience in the industry. Robert has been registered with Raymond James Financial Services Advisors, Inc. since January 2009. Prior to that, Robert was employed by EDWARD JONES, CENTAURUS FINANCIAL, INC., WMA SECURITIES, INC., INTERSSECURITIES, INC., AMERICAN CLASSIC SECURITIES, INC., and FIRST AMERICAN NATIONAL SECURITIES, INC. Robert specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Robert holds the Series 6, 7, and 63 licenses and the SIE exam certification.
SPECIALIZATIONS