Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Krebs is an investment advisor representative registered with Raymond James & Associates, Inc. Robert has been in the industry for over 30 years. He has passed the Series 3, 7, 9, 10, 31, 63, and 65 examinations. He is also registered to provide investment advice in Alabama, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Kansas, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming. Robert is also a board member for Bayville Golf Club and the President of the Virginia Beach Public Library Foundation.
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.
1
2
VA
10/27/2011 - Present
Raymond James & Associates, Inc. (VIRGINIA BEACH VA)
VA
06/08/1993 - 08/25/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIRGINIA BEACH VA)
IA
Issued 07/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/29/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2010
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/07/1993
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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