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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Donnelly is a financial advisor with over 40 years of experience in the industry. Robert is a Registered Representative and Investment Advisor Representative and has been with Raymond James & Associates, Inc. since 2013. Before joining Raymond James, Robert worked with Morgan Keegan & Company, Inc. and Morgan Stanley Smith Barney. Robert specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions. He is also an experienced educator and has conducted educational seminars on a variety of financial topics. Robert holds Series 3, 7, and 63 licenses, as well as the SIE exam and the Uniform Investment Adviser Law Examination (Series 65). He is registered to conduct business in 21 states.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TX
02/13/2013 - Present
Raymond James & Associates, Inc. (SAN ANTONIO TX)
TX
04/16/2010 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (SAN ANTONIO TX)
TX
06/01/2009 - 05/13/2010
MORGAN STANLEY SMITH BARNEY (SAN ANTONIO TX)
TX
05/16/1988 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
NA
10/21/1983 - 05/18/1988
RAUSCHER PIERCE REFSNES, INC.
IA
Issued 11/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1988
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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