Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Byron Williams is a financial advisor with Kestra Advisory Services, LLC. Robert has been in the financial services industry since 1995. Robert Williams is registered with the state of Florida as both a Broker-Dealer and Investment Advisor.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
02/23/2022 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
FL
12/23/2013 - 02/14/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (ORLANDO FL)
FL
02/16/2010 - 05/04/2011
LPL FINANCIAL LLC (ORLANDO FL)
FL
04/09/2001 - 03/10/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NA
02/24/1989 - 10/30/1989
RANDELL SECURITIES, INC.
NA
11/14/1986 - 06/20/1988
THE PLANNER'S SECURITIES GROUP, INC.
NA
04/12/1985 - 12/01/1986
INVESTACORP, INC.
NA
10/27/1983 - 04/19/1985
THE ROBINSON-HUMPHREY COMPANY INC.
NA
03/02/1982 - 10/21/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
02/24/1978 - 11/18/1981
DEAN WITTER REYNOLDS INC.
NA
07/01/1974 - 02/24/1978
REYNOLDS SECURITIES, INC.
BOTH
Issued 08/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/28/1988
Series 3 - National Commodity Futures Examination
BC
Issued 06/25/1974
Series 000 - General Securities Principal Examination
BC
Issued 06/25/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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