Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Knipp is a financial advisor who has been in the industry since 1986. Robert is currently registered with Janney Montgomery Scott LLC. Prior to Janney Montgomery Scott LLC, Robert was employed with MORGAN STANLEY DW INC. and BT ALEX. BROWN INCORPORATED. Robert's primary office location is in TOWSON, MD. Robert holds Series 7, Series 63 and Series 65 licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
MD
12/07/2011 - Present
Janney Montgomery Scott LLC (TOWSON MD)
NY
10/30/1998 - 05/25/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MD
09/01/1997 - 11/06/1998
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
11/24/1986 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
IA
Issued 07/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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