Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kelleher is a financial advisor with over 20 years of experience in the industry. Robert has been registered with Kestra Investment Services, LLC since January 2006. Robert has held previous positions at Jefferson Pilot Securities Corporation, Allmerica Investments, Inc., Clark-Bardes Securities, Inc. and Locust Street Securities, Inc. Robert holds Series 6, 63 and 65 licenses.
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.
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.
1
2
OH
01/09/2006 - Present
Kestra Investment Services, LLC (TOLEDO OH)
IN
08/10/2001 - 12/31/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MA
06/26/2000 - 08/21/2001
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
TX
01/11/2000 - 04/10/2000
CLARK-BARDES SECURITIES, INC. (DALLAS TX)
IA
06/18/1999 - 12/31/1999
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
Issued 06/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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