Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bennie is a financial advisor with Kestra Advisory Services, LLC, and Kestra Investment Services, LLC. Robert has over 25 years of experience in the financial services industry. Robert specializes in financial planning, portfolio management, and insurance. Robert has offices in Lincoln, Nebraska and Austin, Texas and works with a variety of clients including individuals, businesses, and charitable organizations. Robert has held various leadership positions in the past including being a leader for the Lincoln Tea Party.
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.
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2
NE
11/02/2018 - Present
Kestra Advisory Services, LLC (Lincoln NE)
NE
11/23/2010 - 11/02/2018
PROSPERA FINANCIAL SERVICES, INC. (LINCOLN NE)
NE
03/07/1997 - 12/02/2010
LPL FINANCIAL CORPORATION (LINCOLN NE)
MO
01/03/1995 - 03/10/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 03/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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