Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kennedy is a financial advisor with BFC Planning, Inc. Robert has been in the financial services industry since 1993. He has a wide range of experience, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.C. Bradford & Co. Robert is a registered investment advisor in several states and has passed a number of securities exams, including the Series 66, Series 65, Series 63, Series 10, Series 9, Series 7TO, SIE, and Series 7 exams.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Solicitor fee
1
2
TN
01/28/2020 - Present
BFC Planning, Inc. (Clarksville TN)
AL
10/02/1996 - 01/03/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MONTGOMERY AL)
NY
07/19/1993 - 10/25/1996
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 01/28/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/19/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/04/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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