Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kevin Elliott is a financial advisor with over 35 years of experience in the financial services industry. Robert is currently registered with Raymond James Financial Services Advisors, Inc. in Bellaire, TX. He specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and corporations. Robert has a strong track record of helping clients achieve their financial goals. He is committed to providing personalized and objective advice to his clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (BELLAIRE TX)
TX
04/02/2007 - 02/08/2008
MORGAN STANLEY & CO., INCORPORATED (HOUSTON TX)
TX
11/20/2000 - 04/02/2007
MORGAN STANLEY DW INC. (HOUSTON TX)
MO
09/04/1990 - 12/18/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NA
05/03/1990 - 09/04/1990
LOVETT UNDERWOOD NEUHAUS & WEBB, INC.
TX
06/11/1987 - 06/27/1990
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NA
06/20/1984 - 06/24/1987
ROTAN MOSLE INC.
IA
Issued 06/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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