Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edward Carney is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Raymond James & Associates, Inc. in Florida. He is also a registered investment advisor in Florida. Robert has held previous positions with several other firms, including Morgan Keegan & Company, Inc., UBS Financial Services Inc., Salomon Smith Barney Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward D. Jones & Co., L.P.
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.
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2
FL
02/13/2013 - Present
Raymond James & Associates, Inc. (TAMPA FL)
FL
05/01/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (SARASOTA FL)
FL
11/08/2002 - 05/25/2007
UBS FINANCIAL SERVICES INC. (TAMPA FL)
NY
11/13/1997 - 11/21/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
10/21/1993 - 11/07/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
10/28/1992 - 03/12/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MO
02/03/1992 - 10/20/1992
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 12/31/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/13/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2005
Series 3 - National Commodity Futures Examination
BC
Issued 11/18/1991
Series 7 - General 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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