Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kinsella is a financial advisor at Edelman Financial Engines, based in NEWPORT, KY. Robert has been working in the financial industry since at least 2012 and has experience with Fidelity Investments, Fidelity Personal and Workplace Advisors, and Morgan Stanley. Robert has a Series 63, Series 66, Series 7 and SIE licenses. Robert has a total of 2 registrations, including those for Kentucky and Texas. Robert has been registered with Edelman Financial Engines since at least August 2024.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
KY
08/12/2024 - Present
Edelman Financial Engines (NEWPORT KY)
KY
08/09/2020 - 07/30/2024
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
OH
10/11/2018 - 05/27/2020
MORGAN STANLEY (CINCINNATI OH)
KY
04/12/2016 - 09/18/2018
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 10/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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