Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kennedy is a financial advisor with Cetera Investment Advisers LLC. Robert has been in the financial services industry since 2008 and has a wide range of experience. Robert is registered with the state of California as an Investment Advisor Representative. Robert is also registered with FINRA as a General Securities Principal and has passed the Series 24, 52, 53, 66, 7, and 99 exams. In addition to his current position with Cetera Investment Advisers LLC, Robert has held previous positions with Cetera Advisor Networks LLC, First Allied Securities, Inc., LPL Financial LLC, and Vanguard Capital. Robert specializes in providing financial planning, pension consulting, and educational seminars. He also manages portfolios for individuals and businesses. Robert is committed to providing his clients with the highest level of service and personalized attention.
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.
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.
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CA
11/12/2020 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
12/13/2018 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
12/13/2018 - 11/15/2019
SUMMIT BROKERAGE SERVICES, INC. (San Diego CA)
CA
12/11/2018 - 12/13/2018
CETERA ADVISOR NETWORKS LLC (SAN DIEGO CA)
CA
12/11/2018 - 12/13/2018
CETERA ADVISORS LLC (SAN DIEGO CA)
CA
12/11/2018 - 12/13/2018
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
04/29/2010 - 11/26/2018
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
08/21/2008 - 04/23/2010
VANGUARD CAPITAL (DEL MAR CA)
BOTH
Issued 04/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/28/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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