Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Laurence Kunde is a financial professional with over 25 years of experience in the financial services industry. Robert is currently registered with Grove Point Advisors, LLC and is licensed in several states. Robert has a broad range of experience in financial planning, portfolio management, and insurance sales. Robert provides financial planning and wealth management services to individuals, families, and businesses. Robert is committed to providing his clients with personalized financial advice and guidance. Robert is an active member of the community and is involved in several charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
MD
02/10/2023 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
WA
12/14/2018 - 02/13/2023
WOODBURY FINANCIAL SERVICES, INC. (SEATTLE WA)
WA
03/18/2016 - 12/18/2018
CENTAURUS FINANCIAL, INC. (SEATTLE WA)
WA
06/17/2013 - 01/08/2016
MADISON AVENUE SECURITIES, LLC (SEATTLE WA)
WA
02/26/2007 - 06/17/2013
AMERICAN INDEPENDENT SECURITIES GROUP, LLC (SEATTLE WA)
WA
11/19/2004 - 03/05/2007
WADDELL & REED, INC. (SEATTLE WA)
IN
05/24/2000 - 11/05/2004
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IL
11/01/1999 - 06/04/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
OH
08/01/1995 - 10/29/1999
AAG SECURITIES, INC. (CINCINNATI OH)
OR
07/02/1998 - 10/26/1999
MCG EQUITIES, LLC (PORTLAND OR)
NA
01/01/1997 - 07/02/1998
SSSH EQUITIES, INC.
CA
01/16/1995 - 07/31/1995
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 03/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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