Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Leo Kerch is a financial advisor with over 27 years of experience in the industry. Robert is currently registered with Equitable Advisors, LLC in Dallas, TX. Previously, Robert worked for First Dallas Securities Incorporated, Stanford Group Company, Credit Suisse Securities (USA) LLC, Donaldson, Lufkin & Jenrette Securities Corporation, American Express Financial Advisors Inc. and IDS Life Insurance Company. Robert has a broad range of experience in the financial services industry and holds several licenses and designations. Robert specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and institutions.
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
TX
12/20/2021 - Present
Equitable Advisors, LLC (DALLAS TX)
TX
05/18/2009 - 08/16/2019
FIRST DALLAS SECURITIES INCORPORATED (DALLAS TX)
TX
04/12/2006 - 03/25/2009
STANFORD GROUP COMPANY (DALLAS TX)
NY
01/17/2003 - 04/17/2006
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NJ
08/18/1995 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
MN
04/22/1994 - 04/28/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/22/1994 - 04/28/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2011
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/07/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/18/2006
Series 4 - Registered Options Principal Examination
BC
Issued 02/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 08/01/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/12/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 04/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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