Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dale Kinney is a financial advisor with over 10 years of experience in the financial services industry. Robert is registered with Tiaa-cref Individual & Institutional Services, LLC and holds the Series 6, Series 7TO, and Series 63 licenses. Robert has also passed the SIE exam. Previously, Robert was employed at PRUCO SECURITIES, LLC. Robert focuses on providing financial planning and portfolio management services to individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
05/16/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
07/30/2013 - 01/09/2019
PRUCO SECURITIES, LLC. (Matthews NC)
BC
Issued 09/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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