Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kania is a financial advisor with over 20 years of experience in the financial services industry. Robert is a Certified Financial Planner™ professional who is registered with Kestra Advisory Services, LLC. Robert provides a variety of financial planning and investment advisory services to individual investors, businesses and families. Robert's expertise includes retirement planning, college savings, estate planning, insurance planning and investment management.
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.
1
2
PA
12/21/2020 - Present
Kestra Advisory Services, LLC (FORT WASHINGTON PA)
PA
03/13/2000 - 12/31/2004
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
IA
Issued 06/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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