Bob Gessler
Martin Methodist College
Tell me more about Bob Gessler?
Bob Gessler is a highly experienced Financial Advisor with 26.6 years of work experience. He specializes in banking, series 7, retirement planning, alternative investments, and series 63. Based in the United States, Bob is dedicated to providing comprehensive resources to individuals and businesses, ensuring their investment goals are met. He offers access to seasoned investment professionals, a premier trading platform, and a full spectrum of investment choices. Bob's expertise and extensive work experience at Morgan Stanley make him a valuable asset in the financial industry.
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Emails and Phone Numbers
About
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Work Experience
Vice President Financial Advisor
Financial Services
Bob Gessler's Professional Milestones
- Vice President Financial Advisor (1997-04-01~): Elevated client expectations through strategic financial planning and effective organization.
Education
General Studies
1970-01-01-1971-01-01Skill
Banking
Series 7
Retirement Planning
Alternative Investments
Series 63
Mutual Funds
Strategic Planning
Asset Allocation
Leadership Development
Wealth Management
Fixed Income
Strategic Financial Planning
Securities
Investment Strategies
Retirement
Fixed Annuities
Equities
Asset Management
Disability Insurance
Insurance
Investment Advisory
Financial Analysis
Bonds
Uniform Combined State Law
Hedge Funds
Wealth Management Services
Equity Research
Financial Markets
Pensions
Options
Investments
401k
Estate Planning
Equity Derivatives
Iras
Financial Services
Financial Planners
Wealth
Bloomberg
Equity Trading
Health Insurance
Series 6
Portfolio Management
Financial Advisory
Investment Management
Etfs
Separately Managed Accounts
Finra
Private Banking
Series 65
Certification
Colleagues
Mohammed El Salti, CBAP, ITIL, LSSGB
Consultant | Cybersecurity & Technology Enthusiast | Certified Business Analyst | Product Owner | Agile Facilitator | Relationship Builder
William Cheng
product manager at morgan stanley|product management|product owner
Anuka Moon
Analyst
Poonam Dighe
Account Client Product System Product Owner, working with Pride Technologies as Consultant and deputed at Morgan Stanley
Bonface Ouma
Owner
Other Named Bob Gessler
Frequently asked questions
We found 1 Bob Gessler's email addresses
We found 3 Bob Gessler's phone numbers
Bob Gessler works for Morgan Stanley
Bob Gessler's role in Morgan Stanley is Vice President Financial Advisor
Bob Gessler works in the industry of Financial Services
Bob Gessler's colleagues are Mohammed El Salti, CBAP, ITIL, LSSGB,William Cheng,Anuka Moon
Bob Gessler's latest job experience is Vice President Financial Advisor at Morgan Stanley
Bob Gessler's latest education in Martin Methodist College