Unclaimed
Robert Kipps is a registered representative and principal with Kippsdesanto & Co. Robert is a seasoned financial professional with over 24 years of experience in the securities industry. Robert has a strong track record of success in providing investment advice and guidance to clients. Robert holds the Series 7, 24, 63, and SIE licenses as well as the FINRA Compliance Officer designation. Prior to joining Kippsdesanto & Co., Robert was with Houlihan Lokey Howard & Zukin Capital, Inc. in McLean, Virginia.
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.
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.
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2
VA
05/09/2007 - Present
Kippsdesanto & Co. (McLean VA)
VA
09/04/1998 - 05/08/2007
HOULIHAN LOKEY HOWARD & ZUKIN CAPITAL, INC. (MCLEAN VA)
BC
Issued 09/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 04/18/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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