Michael Roberts CFP®, CIMA®

Corporate Client Group Director, Retirement Plan Director, Vice President, Financial Advisor at Morgan Stanley
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Contact Information
us****@****om
(386) 825-5501
Location
San Diego County, California, United States, US

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Credentials

  • NMLS
    NMLS Federal Registry
    Jan, 2019
    - Nov, 2024
  • CERTIFIED FINANCIAL PLANNER™
    Certified Financial Planner Borad of Standards Inc
    Sep, 2008
    - Nov, 2024
  • Certified Investment Management Analyst (sm)
    Investment Management Council of America
    Jun, 2005
    - Nov, 2024

Experience

    • Investment Management
    • 1 - 100 Employee
    • Corporate Client Group Director, Retirement Plan Director, Vice President, Financial Advisor
      • Nov 2009 - Present

      © 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html For more information about any designation(s) listed above, and the ranking methodology for any award[s] listed above, please see http://www.morganstanleyfa.com/thetrcgroup/story.htm No fee is paid in exchange for any award. Asset Allocation does not guarantee a profit or protect against a loss in a declining financial market. Show less

    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Vice President Investments
      • Jul 2003 - Nov 2009

Education

  • University of NH
    1982 - 1986

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