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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kantor is a financial advisor in Bethesda, MD. He is a registered representative with XML Financial Group, with over 30 years of experience in the industry. Robert has a wide range of experience, including financial planning, portfolio management, and retirement planning. He is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals. Robert is committed to providing exceptional service and building long-term relationships with clients.
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.
A percentage of the total value of assets under management is charged.
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2
MD
10/13/2016 - Present
XML Financial Group (BETHESDA MD)
MD
10/03/2016 - 12/31/2018
PURSHE KAPLAN STERLING INVESTMENTS (Rockville MD)
MD
10/22/2004 - 10/13/2016
LPL FINANCIAL LLC (ROCKVILLE MD)
NY
01/21/1991 - 10/27/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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