Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kendall is a seasoned financial professional with over 25 years of experience in the industry. Robert has a strong track record of providing investment advice and portfolio management services to a diverse clientele, including individuals, families, businesses, and institutions. Robert is currently affiliated with Raymond James & Associates, Inc. and Carillon Fund Distributors, Inc., where Robert specializes in a range of investment strategies, including individual and institutional portfolio management, retirement planning, and wealth management. Prior to joining Raymond James & Associates, Inc. and Carillon Fund Distributors, Inc., Robert held positions at DWS DISTRIBUTORS, INC. and VAN KAMPEN FUNDS INC.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
07/14/2021 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
IL
12/04/2009 - 07/23/2020
DWS DISTRIBUTORS, INC. (CHICAGO IL)
IL
10/02/1997 - 09/11/2009
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
MI
07/24/1996 - 08/29/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 08/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2011
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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