Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kennedy is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Burch & Company, Inc. and holds Series 7, 24, 63, 79 and SIE licenses. Robert has been active in the financial services industry since 1996 and has held previous roles at Putnam Lovell NBF Securities Inc.
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.
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.
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2
MO
06/12/2015 - Present
Burch & Company, Inc. (KANSAS CITY MO)
CA
07/31/1996 - 07/17/2006
PUTNAM LOVELL NBF SECURITIES INC. (SAN FRANCISCO CA)
BC
Issued 07/31/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 07/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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