Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kennedy is a financial advisor with over 35 years of experience in the financial services industry. Robert is currently registered with Morgan Stanley and is licensed to provide investment advice in 41 states and the District of Columbia. Robert's experience includes positions at Citigroup Global Markets, Legg Mason Wood Walker and UBS Financial Services. Robert holds Series 7, Series 63, and Series 65 licenses. Robert's specialties include financial planning, portfolio management, and retirement planning. Robert's prior experience includes working with clients ranging from individuals to businesses, pension plans, insurance companies, and charitable organizations.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
LA
04/08/2020 - Present
Morgan Stanley (New Orleans LA)
LA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW ORLEANS LA)
MD
06/06/2003 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NJ
12/04/1986 - 07/17/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NA
10/22/1986 - 11/20/1986
THE STUART-JAMES COMPANY, INC.
IA
Issued 04/28/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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