Robert S. Bezas
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robert Stavros Bezas, who also goes by Robert S Bezas, Stavros Bezas, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 2004. Robert had worked at 2 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 25, 2011 - December 12, 2012
EFFICIENT WEALTH ADVISORY, LLC
August 18, 2004 - January 4, 2005
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
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Exams
Current Firm
EFFICIENT WEALTH ADVISORY, LLC
CRD#: 157005 / SEC#:
Contact information
Red Flags
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