Unclaimed
Robert Kilroy is a financial advisor with Northwestern Mutual Investment Services, LLC. Robert has been in the financial services industry since 1999 and has experience working with both individuals and corporations. Robert holds the Series 7, Series 63, and Series 65 licenses. Robert has also passed the SIE exam. Robert is registered to provide investment advice in 34 states. Previously, Robert was employed at ROBERT W. BAIRD & CO. INCORPORATED. Robert is committed to providing clients with personalized financial advice and helping them reach their financial goals.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
NY
08/16/1999 - Present
Northwestern Mutual Investment Services, LLC (MELVILLE NY)
WI
08/16/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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