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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert William Kennally is a financial advisor with Wedbush Securities Inc. Robert William Kennally is registered in 8 states: Arizona, California, Colorado, Nevada, New Jersey, Oregon, and Texas. Robert William Kennally is a financial advisor with over 5 years of experience in the financial services industry. Robert William Kennally has also worked at Morgan Stanley. Robert William Kennally has passed the Series 66, Series 7 and SIE exams. Robert William Kennally provides financial planning, pension consulting, educational seminars, and portfolio management services. Robert William Kennally also provides selection of other advisors, and portfolio management for businesses and individuals.
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.
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
CA
12/16/2019 - Present
Wedbush Securities Inc. (Pasadena CA)
CA
11/09/2018 - 12/09/2019
MORGAN STANLEY (PASADENA CA)
BOTH
Issued 12/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2018
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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