Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rob? Claim Your ProfileRob Kuehn is a financial advisor currently registered with RBC Capital Markets, LLC in Wisconsin. Rob has been in the financial industry since November 2000. Rob has a wide range of experience, previously working at Morgan Stanley & Co., Incorporated and Morgan Stanley DW Inc. Rob has a strong focus on providing investment advice to individuals, businesses, and institutions. In addition to financial planning and portfolio management, Rob also specializes in pension consulting and working with public and private employee benefit plans, endowment funds, foundations, family trusts, and various capital/operating funds. Rob is dedicated to providing personalized financial advice and working with clients to achieve their financial goals.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
A percentage of the total value of assets under management is charged.
1
2
WI
10/02/2008 - Present
RBC Capital Markets, LLC (MILWAUKEE WI)
NY
04/02/2007 - 05/10/2007
MORGAN STANLEY & CO., INCORPORATED (PURCHASE NY)
NY
09/14/2004 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
WI
08/06/1998 - 11/04/2003
BNY CLEARING SERVICES LLC (MILWAUKEE WI)
BOTH
Issued 04/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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