Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kamya is a financial advisor with over 10 years of experience in the financial services industry. Robert is currently registered with Wells Fargo Clearing Services, LLC in Columbia, MD. Robert is also registered in Delaware, District of Columbia, Florida, Maryland, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Pennsylvania, Texas, and Virginia. Previously, Robert was a financial advisor with PNC Investments in Washington, DC. Robert holds a Series 6, Series 7, Series 63 and Series 66 license. Robert is a Chartered Financial Consultant. Robert specializes in working with individuals, high-net-worth individuals, businesses, corporations, charitable organizations, insurance companies, pension plans, and state or municipal government entities.
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.
1
2
MD
03/12/2020 - Present
Wells Fargo Clearing Services, LLC (COLUMBIA MD)
DC
07/06/2011 - 01/24/2019
PNC INVESTMENTS (WASHINGTON DC)
BOTH
Issued 11/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/05/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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