Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Hollmann has over 30 years of experience in the financial services industry. He is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC. Robert's experience includes providing comprehensive financial planning and investment management services to a wide range of clients, including individuals, families, and businesses. He is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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
TX
09/15/2020 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NY
10/24/2016 - 09/10/2020
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
03/27/2014 - 11/08/2016
LPL FINANCIAL LLC (BAY SHORE NY)
NY
10/24/2007 - 03/31/2014
TIMECAPITAL SECURITIES CORPORATION (PORT JEFFERSON STATION NY)
NY
06/02/2005 - 10/23/2007
PURSHE KAPLAN STERLING INVESTMENTS (EAST SETAUKET NY)
SC
05/23/1995 - 06/06/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TN
09/30/1994 - 05/25/1995
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
NA
08/01/1994 - 10/19/1994
CHEMICAL INVESTMENT SERVICES CORP.
NY
11/30/1993 - 08/01/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
RI
05/11/1993 - 12/02/1993
FISCO EQUITY, INC. (LINCOLN RI)
VA
05/08/1992 - 08/27/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
11/02/1990 - 01/01/1992
CITICORP FINANCIAL SERVICES,INC.
NJ
03/23/1989 - 06/07/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 01/17/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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