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. Kinnally is a financial advisor with over 20 years of experience in the financial industry. He is registered with the state of Texas as both a broker-dealer and an investment advisor representative. Robert is currently employed by Osaic FS, Inc. and has previously worked with MetLife Securities Inc. and Metropolitan Life Insurance Company. Robert provides a wide range of financial services to individuals, businesses, and retirement plans including portfolio management, financial planning, educational seminars, and selection of other advisors.
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.
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.
Retirement plan consulting services provided on limited basis.
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.
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2
TX
04/14/2004 - Present
Osaic FS, Inc. (SAN ANTONIO TX)
MA
04/03/2001 - 04/13/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/03/2001 - 04/13/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 03/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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