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 Kline is a financial advisor at Kestra Advisory Services, LLC. Robert has been in the financial services industry since October 3, 1994. Robert holds a Series 7, Series 63, Series 66 and Series 24 securities license. He is also registered as an Investment Advisor Representative in New York. Robert is a Certified Financial Planner. Robert's office is located in Endwell, New York. The office of Kestra Advisory Services, LLC is located in Austin, Texas.
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
NY
06/07/2021 - Present
Kestra Advisory Services, LLC (ENDWELL NY)
NY
04/04/1995 - 03/09/2010
CADARET, GRANT & CO., INC. (BINGHAMTON NY)
NJ
11/22/1994 - 04/04/1995
LEIGH D. BALDWIN & CO., INC. (WALDWICK NJ)
FL
09/06/1994 - 10/24/1994
CHEEVERS, HAND & ANGELINE, INC. (WEST PALM BEACH FL)
BOTH
Issued 10/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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