Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert D Donnelly is a financial advisor with over 30 years of experience in the industry. Robert Donnelly is currently registered with Kestra Advisory Services, LLC. Robert D Donnelly specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Robert Donnelly is also registered as an investment advisor representative in Pennsylvania. Robert Donnelly has previously been associated with AXA Advisors, LLC, MONY Securities Corporation, and Trusted Securities Advisors Corp.
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
PA
04/19/2016 - Present
Kestra Advisory Services, LLC (BEAVER PA)
PA
06/01/2005 - 04/27/2010
AXA ADVISORS, LLC (BEAVER PA)
NY
04/20/1993 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
05/15/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
BOTH
Issued 04/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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