Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Idol is a financial advisor at Kestra Advisory Services, LLC, with over 19 years of experience in the financial services industry. Robert is also a registered representative with Kestra Investment Services LLC, a registered investment advisor, and holds a variety of licenses and certifications. Robert has held prior positions at J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bank of America, N.A. Robert has a strong background in financial planning, investment management, and retirement planning. He is dedicated to providing clients with personalized financial advice and guidance. Robert's investment philosophy is based on a comprehensive understanding of clients' financial goals and risk tolerance. He believes in building long-term relationships with clients and providing them with the tools and resources they need to achieve their financial goals.
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.
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.
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
OH
12/06/2021 - Present
Kestra Advisory Services, LLC (Cincinnati OH)
OH
10/09/2015 - 12/07/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
KY
10/01/2012 - 10/22/2015
J.P. MORGAN SECURITIES LLC (FLORENCE KY)
KY
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FLORENCE KY)
IL
07/31/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 11/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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