Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Francis Kellis is a financial advisor at Ascent Financial Group. Robert has been in the industry since 2000 and has experience with both investment advising and brokerage services. Robert is registered with the state of Virginia and New York. Robert offers financial planning and portfolio management services for both individuals and businesses.
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.
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.
1
2
VA
08/01/2023 - Present
Ascent Financial Group (CHARLOTTESVILLE VA)
VA
07/31/2018 - 12/18/2023
LPL FINANCIAL LLC (CHARLOTTESVILLE VA)
VA
01/01/2004 - 08/15/2018
CETERA ADVISORS LLC (COLONIAL HEIGHTS VA)
GA
11/07/2000 - 01/02/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
IA
Issued 11/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Robert Kellis is the right advisor for you? Invested Better is here to help.
