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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Kalina is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Robert Kalina has been in the financial services industry since July 1997. Robert Joseph Kalina holds the Series 7, Series 31, Series 63, and Series 65 licenses. He is a registered investment advisor in Washington and Texas. Robert Kalina is also a registered representative in Alaska, Arizona, California, Colorado, Idaho, Nebraska, Texas, Virginia, and Washington.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
03/12/2015 - Present
Wells Fargo Advisors Financial Network, LLC (LYNNWOOD WA)
WA
08/15/2008 - 03/10/2015
RBC CAPITAL MARKETS, LLC (EDMONDS WA)
WA
04/02/2007 - 08/21/2008
MORGAN STANLEY & CO. INCORPORATED (BELLEVUE WA)
WA
08/01/1997 - 04/02/2007
MORGAN STANLEY DW INC. (BELLEVUE WA)
IA
Issued 08/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 07/31/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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