Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Carl Burns is a financial advisor with over 23 years of experience in the industry. Robert is currently registered with Raymond James & Associates, Inc. and has been with the firm since September 2012. Before joining Raymond James, Robert worked at MORGAN KEEGAN & COMPANY, INC. and MCDONALD INVESTMENTS INC. Robert is a Series 7, 9, 10, 31, 66 and SIE licensed advisor. Robert has specialized experience in various areas including retirement planning, college savings, estate planning, insurance, and mutual funds. Robert is also a licensed insurance agent, allowing him to provide clients with a comprehensive approach to financial planning.
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
06/12/2013 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
TN
08/28/2006 - 03/18/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
OH
04/07/1999 - 08/17/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 11/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/28/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/06/1999
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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