Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kish is a financial advisor who has been in the industry since 2005. Robert is currently registered with UBS Financial Services Inc. Robert has worked with many firms over the years including Blackrock Investments, LLC, Blackrock Fund Distribution Company, Barclays Global Investors Services and Lincoln Financial Advisors Corporation. Robert is a Series 6, 7, 63, 99TO and SIE licensed advisor. Robert specializes in retirement planning, investment advice, mutual funds, annuities and other investment products.
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.
See schedule d - miscellaneous
1
2
NJ
06/04/2014 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NY
01/03/2012 - 01/03/2013
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
NJ
11/06/2009 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (JERSEY CITY NJ)
NJ
11/23/2007 - 12/31/2009
BARCLAYS GLOBAL INVESTORS SERVICES (JERSEY CITY NJ)
NJ
02/14/2005 - 10/19/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (ROCHELLE PARK NJ)
IN
02/14/2005 - 03/01/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 04/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/11/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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