Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kersey is a financial professional with over 40 years of experience in the industry. Robert is currently registered with Moloney Securities Asset Management LLC, and also owns and operates Artisan Asset Management, LLC. Robert is a Series 7, Series 5 and Series 63 licensed professional, with experience in a wide range of financial products and services including investments and financial planning. Robert has served clients in a variety of industries including, but not limited to, business development, charitable organizations, pension and profit-sharing plans, and 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.
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.
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2
WA
02/23/2016 - Present
Moloney Securities Asset Management LLC (GIG HARBOR WA)
WA
03/09/1998 - 02/08/2013
RBC CAPITAL MARKETS, LLC (GIG HARBOR WA)
NY
05/17/1979 - 03/12/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
02/01/1979 - 05/23/1979
BLYTH EASTMAN DILLON & CO. INCORPORATED
BC
Issued 01/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 01/20/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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