Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kenon is a financial advisor with over 40 years of experience in the industry. Robert is a Registered Representative with Cambridge Investment Research Advisors, Inc. Robert is also a Certified Financial Planner and holds Series 7, 24, 63 and 65 licenses. Robert has previously worked with ELE Wealth Advisors, Inc., SII Investments, Inc., Securities America, Inc., Investors Capital Corp., Intersecurities, Inc., Triple Check Financial Services, Inc., PW Securities, Inc., and Waddell & Reed, Inc. Robert provides financial planning, portfolio management for businesses and individuals, educational seminars and selection of other advisors to individuals, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
10/17/2024 - Present
Cambridge Investment Research Advisors, Inc. (Tallahassee FL)
FL
01/10/2018 - 06/19/2018
ELE WEALTH ADVISORS, INC. (TALLAHASSEE FL)
FL
02/09/2009 - 12/15/2017
SII INVESTMENTS, INC. (TALLAHASSEE FL)
FL
12/03/2007 - 02/24/2009
SECURITIES AMERICA, INC. (TALLAHASSEE FL)
FL
01/02/2003 - 12/12/2007
INVESTORS CAPITAL CORP. (TALLAHASSEE FL)
FL
02/16/1994 - 12/31/2002
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CA
09/15/1993 - 02/18/1994
TRIPLE CHECK FINANCIAL SERVICES, INC. (BURBANK CA)
FL
04/01/1991 - 09/16/1993
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NA
11/15/1990 - 04/01/1991
PW SECURITIES, INC.
NA
01/31/1985 - 12/12/1989
PW SECURITIES, INC.
NA
09/16/1980 - 01/14/1985
WADDELL & REED, INC.
IA
Issued 09/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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