Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Upchurch Kohn is a financial advisor at Bleakley Financial Group, LLC in Williamsburg, VA. Robert Upchurch Kohn is a registered representative with FINRA and has been in the financial services industry for over 6 years. Robert Upchurch Kohn specializes in providing financial planning, portfolio management and retirement planning services to individuals, families, and businesses. Robert Upchurch Kohn has earned the Series 7, 26, and 66 securities licenses and is a registered investment advisor with the state of Virginia. Robert Upchurch Kohn has experience with a variety of investment strategies, including mutual funds, stocks, bonds, and ETFs.
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.
Non-investment consulting/implementation services
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.
1
2
VA
07/14/2022 - Present
Bleakley Financial Group, LLC (Williamsburg VA)
VA
06/23/2016 - 12/16/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Williamsburg VA)
BOTH
Issued 03/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Kohn is the right advisor for you? Invested Better is here to help.
