Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kennedy is an experienced financial professional with over 27 years in the industry. Robert is currently a registered representative with LPL Financial LLC and has held previous roles with Woodbury Financial Services, Inc. Robert has a wide range of experience and holds several licenses and certifications, including Series 6, 7, 24, 26, 63, and 65. Robert is committed to providing personalized financial guidance to individuals and families, helping them achieve their financial goals. Robert serves clients across several states, including Oregon, Texas, California, Arizona, Florida, and more.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
11/29/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
OR
03/23/1995 - 12/02/2021
WOODBURY FINANCIAL SERVICES, INC. (PORTLAND OR)
IA
Issued 02/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2006
Series 24 - General Securities Principal Examination
BC
Issued 11/20/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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