Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jay Kahne is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Benjamin F. Edwards & Company, Inc. Robert has previously been affiliated with Morgan Stanley, Citigroup Global Markets Inc., A. G. Edwards & Sons, Inc., and Lincoln Investment Planning, Inc. Robert is a licensed securities professional and holds the Series 63, 7, 15, and SIE licenses.
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.
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
04/24/2015 - Present
Benjamin F. Edwards & Company, Inc. (Sarasota FL)
FL
06/01/2009 - 04/30/2015
MORGAN STANLEY (SARASOTA FL)
FL
10/13/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SARASOTA FL)
FL
07/23/1985 - 10/17/2006
A. G. EDWARDS & SONS, INC. (SARASOTA FL)
PA
03/27/1991 - 09/16/1991
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
BC
Issued 08/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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