Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Harvard Kinnie is an investment advisor representative with Mercer Global Advisors Inc. Robert is a Series 7 and Series 66 licensed professional. Robert has worked in the financial industry for over 13 years. Previous experience includes employment at People's Securities, Inc., GFA Securities, LLC, Fidelity Brokerage Services LLC, UBS Financial Services Inc., and Merrill Lynch. Robert provides financial planning, portfolio management for individuals and businesses, pension consulting, publication of periodicals and educational seminars.
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.
Trust services, estate planning, tax return preparation, consultation
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
CO
04/25/2024 - Present
Mercer Global Advisors Inc. (DENVER CO)
CT
11/02/2016 - 09/07/2022
PEOPLE'S SECURITIES, INC. (COS COB CT)
NY
09/30/2016 - 11/29/2016
GFA SECURITIES, LLC (NEW YORK NY)
CT
01/17/2012 - 09/12/2016
FIDELITY BROKERAGE SERVICES LLC (GREENWICH CT)
NJ
05/03/2010 - 01/09/2012
UBS FINANCIAL SERVICES INC. (PARAMUS NJ)
NJ
03/17/2009 - 05/05/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MONTVALE NJ)
BOTH
Issued 04/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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