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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Paul Kenney is a financial advisor with Raymond James & Associates, Inc. Robert has over 20 years of experience in the financial services industry, having previously worked with Deutsche Bank Securities Inc. and UBS Financial Services Inc. He is registered to provide investment advice and securities brokerage services in 53 states and the District of Columbia. Robert is a Series 63, 66, 7, 3, 31, 9, and 10 licensed professional and has earned his SIE designation. His specializations include portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
Please see note in schedule d - miscellaneous
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.
1
2
PA
11/03/2016 - Present
Raymond James & Associates, Inc. (PHILADELPHIA PA)
PA
12/03/2008 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (PHILADELPHIA PA)
PA
12/20/2002 - 12/16/2008
UBS FINANCIAL SERVICES INC. (PHILADELPHIA PA)
NY
05/01/2001 - 11/12/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
04/23/1996 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 03/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/04/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/09/1998
Series 3 - National Commodity Futures Examination
BC
Issued 04/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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