Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Parsons Burns is a financial professional with over 40 years of experience in the industry. Robert is currently registered as an Investment Advisor Representative with Kestra Advisory Services, LLC, and has held previous positions with firms like MML Investors Services, Inc. and G. R. Phelps & Co., Inc. Robert has a strong background in financial planning, portfolio management, and insurance, and holds the Chartered Financial Consultant designation. In addition to his work as a financial advisor, Robert also owns and manages rental real estate.
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.
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.
1
2
MA
05/09/2016 - Present
Kestra Advisory Services, LLC (Boston MA)
MA
03/01/1996 - 12/04/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
10/04/1983 - 03/01/1996
G. R. PHELPS & CO., INC.
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/03/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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