Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kinsoe Birk is an Investment Advisor Representative associated with Florida Financial Advisors, LLC. Robert Birk is registered with the state of Florida. The firm's main office is located in Tampa, Florida. Robert Birk has been in the industry for a number of years, with previous experience at University of Miami and Wood Fired Pizza. Robert Birk specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and investment companies. Robert Birk's firm serves a variety of client types, including individuals other than high-net-worth individuals. The firm does not serve charitable organizations, insurance companies, or investment companies. The firm's compensation arrangements include fixed fees, percentage of assets, and other. Robert Birk and the firm may be compensated through commissions, hourly charges, or subscription fees.
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.
2% of net worth or assets for financial planning clients
1
2
FL
08/02/2024 - Present
Florida Financial Advisors, LLC (Miami Lakes FL)
IA
Issued 07/10/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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