Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allen Kenaston is a financial advisor with Raymond James Financial Services Advisors, Inc. Robert has been working in the financial industry since August 2002. Robert holds a Series 7 and Series 66 license, and is registered in several states. Robert is also a registered Investment Advisor in Florida and Texas. Robert's previous experience includes working with Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Robert provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
06/21/2021 - Present
Raymond James Financial Services Advisors, Inc. (MERRITT ISLAND FL)
FL
01/01/2008 - 08/31/2009
WELLS FARGO ADVISORS, LLC (MERRITT ISLAND FL)
FL
08/09/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MERRITT ISLAND FL)
BOTH
Issued 09/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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