Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Teneyck has been a financial advisor for over 27 years. Robert is currently registered with J. W. Cole Advisors, Inc. and has been working with them since December 2023. Robert's areas of expertise include financial planning, portfolio management, and selection of other advisors. Robert has a strong track record of helping individuals and families achieve their financial goals. Robert is a Certified Financial Planner and has earned the Series 6, 7, and SIE licenses. Robert's previous employment includes Securities America, Inc. and National Planning Corporation.
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.
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.
Hourly & fixed rate consulting
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
FL
12/11/2023 - Present
J. W. Cole Advisors, Inc. (St. Petersburg FL)
FL
10/18/2017 - 12/15/2023
SECURITIES AMERICA, INC. (ST. PETERSBURG FL)
FL
05/04/2006 - 10/26/2017
NATIONAL PLANNING CORPORATION (ST. PETERSBURG FL)
FL
01/01/2004 - 05/12/2006
ING FINANCIAL PARTNERS, INC. (ST PETERSBURG FL)
IA
12/23/1998 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
TX
02/10/1997 - 01/01/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
KS
01/27/1995 - 03/28/1996
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 06/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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