Unclaimed
Robert Bayley Kornemann is a financial advisor with Raymond James & Associates, Inc. Robert has been in the industry since February 2020 and is currently registered as a broker in Alabama, Florida and Texas. Robert has a broad base of experience and is able to provide financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. In addition to his Series 7 and Series 66 licenses, Robert has obtained his Series 7TO license, which qualifies him to provide a variety of investment products and services.
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
FL
01/05/2023 - Present
Raymond James & Associates, Inc. (PENSACOLA FL)
BOTH
Issued 03/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/20/2019
SIE - Securities Industry Essentials 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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