Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lee Roberts is an investment advisor representative with Kestra Advisory Services, LLC. Robert Lee Roberts is registered with FINRA and is also a registered investment advisor. Robert Lee Roberts has been in the industry since 2016 and has experience at M HOLDINGS SECURITIES, INC., CHARLES SCHWAB & CO., INC. and Kestra Advisory Services, LLC. Robert Lee Roberts is a Series 7 and Series 66 licensed holder. Robert Lee Roberts has been associated with Kestra Advisory Services, LLC since 2017. Robert Lee Roberts's firm Kestra Advisory Services, LLC, is a registered investment advisor with the Securities and Exchange Commission. Kestra Advisory Services, LLC provides financial planning, portfolio management for businesses and individuals, pension consulting, and selection of other advisors.
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.
1
2
TX
11/10/2017 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TX
09/25/2017 - 10/16/2017
M HOLDINGS SECURITIES, INC. (AUSTIN TX)
TX
04/04/2016 - 09/14/2017
CHARLES SCHWAB & CO., INC. (AUSTIN TX)
BOTH
Issued 04/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Roberts is the right advisor for you? Invested Better is here to help.
