Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kays is a financial advisor with over 30 years of experience in the industry. Robert has a Series 6, 7, 63, 65, and 66 license and has been registered with LPL Financial LLC since December 2024. Prior to joining LPL Financial, Robert worked at KMS Financial Services, Inc. and PNMR Securities, Inc. Robert is also registered as an Investment Advisor Representative (IAR) in Arizona, California, Idaho, Oregon, Texas, and Washington. Robert's areas of expertise include financial planning, retirement planning, and investment management.
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.
Consulting and other non-discretionary advisory services
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.
1
2
OR
12/02/2024 - Present
LPL Financial LLC (West Linn OR)
OR
10/11/1993 - 08/31/2020
KMS FINANCIAL SERVICES, INC. (WEST LINN OR)
MA
09/09/1993 - 10/19/1993
PNMR SECURITIES, INC. (BOSTON MA)
NA
04/19/1984 - 12/20/1985
AMEV INVESTORS, INC.
BOTH
Issued 03/10/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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