Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kulle is a financial professional with over 24 years of experience in the industry. Robert is currently registered with M Holdings Securities, Inc. in California. Robert's previous roles have included positions at NFP Advisor Services, LLC, American General Securities Incorporated, and Lincoln Financial Advisors Corporation. Robert is a licensed agent in several states. He holds the Series 63, Series 66, Series 7, and SIE licenses. Robert specializes in financial planning, pension consulting, educational seminars, and portfolio management.
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.
A percentage of the total value of assets under management is charged.
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2
CA
03/15/2016 - Present
M Holdings Securities, Inc. (Westlake Village CA)
CA
12/01/2004 - 03/17/2016
NFP ADVISOR SERVICES, LLC (WESTLAKE VILLAGE CA)
AZ
02/22/2001 - 11/22/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
IN
10/20/1998 - 01/29/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
BOTH
Issued 04/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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