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Robert Michael Kelson

Global Atlantic Distributors, LLC

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About Robert Michael Kelson

Robert Michael Kelson is a financial professional with over 25 years of experience in the industry. Robert is currently registered with Global Atlantic Distributors, LLC. Robert has held previous registrations with a number of firms including SUN LIFE FINANCIAL DISTRIBUTORS, INC., CCO INVESTMENT SERVICES CORP., IFMG SECURITIES, INC., RBC DAIN RAUSCHER INC., TUCKER ANTHONY INCORPORATED, JOHN HANCOCK FUNDS, INC., LIBERTY FINANCIAL INVESTMENTS, INC., and PUTNAM MUTUAL FUNDS CORP. Robert holds FINRA Series 6, 7, and SIE licenses.

Firm Information

Robert Kelson is currently registered with Global Atlantic Distributors, LLC. Global Atlantic Distributors, LLC is a Limited Liability Company formed in December 2005. The firm is registered to do business in all 50 states, the District of Columbia, and Puerto Rico. Global Atlantic Distributors, LLC has one approved SEC registration and 52 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

104

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Robert Kelson’s Registration & Firm History

FL

08/07/2013 - Present

Global Atlantic Distributors, LLC (St. Petersburg FL)

MA

02/16/2010 - 08/24/2011

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (BOSTON MA)

MA

03/06/2009 - 02/08/2010

CCO INVESTMENT SERVICES CORP. (QUINCY MA)

MA

09/30/2003 - 01/27/2009

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (BOSTON MA)

NY

04/26/2002 - 08/25/2003

IFMG SECURITIES, INC. (PURCHASE NY)

NY

03/09/2002 - 04/22/2002

RBC DAIN RAUSCHER INC. (NEW YORK NY)

MA

06/20/2000 - 03/09/2002

TUCKER ANTHONY INCORPORATED (BOSTON MA)

MA

03/08/1999 - 06/09/2000

JOHN HANCOCK FUNDS, INC. (BOSTON MA)

NA

01/09/1998 - 02/22/1999

JOHN HANCOCK FUNDS, INC.

MA

04/24/1996 - 11/05/1997

LIBERTY FINANCIAL INVESTMENTS, INC. (BOSTON MA)

MA

04/24/1995 - 04/15/1996

PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)

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Licenses & Designations

BC

Issued 07/14/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/1998

Series 7 - General Securities Representative Examination

BC

Issued 04/21/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Michael Kelson.
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