Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Steven Handley is a financial advisor with over 25 years of experience in the industry. Robert has a strong background in investments and financial planning, with a focus on serving high-net-worth individuals, corporations, and institutions. Robert is currently registered with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. Robert is also a registered investment advisor. Robert specializes in a wide range of financial services, including portfolio management, financial planning, pension consulting, and educational seminars. Robert has a proven track record of success in helping clients achieve their financial goals.
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
FL
04/29/2022 - Present
Raymond James & Associates, Inc. (SATELLITE BEACH FL)
FL
10/01/2020 - 03/02/2022
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
CT
07/02/2014 - 10/01/2020
CITIZENS SECURITIES, INC. (BRIDGEPORT CT)
CT
03/10/2010 - 04/02/2013
METLIFE SECURITIES INC. (SHELTON CT)
CT
12/05/2008 - 02/26/2010
LPL FINANCIAL CORPORATION (WEST HARTFORD CT)
CT
08/14/2003 - 09/08/2008
GENWORTH FINANCIAL SECURITIES CORPORATION (STAMFORD CT)
VA
08/08/2003 - 02/02/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
PA
05/07/1996 - 08/14/2003
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
IA
Issued 03/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2012
Series 4 - Registered Options Principal Examination
BC
Issued 12/28/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/07/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1996
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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