Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberta? Claim Your ProfileRoberta Jean Kessler is a financial advisor with Girard Advisory Services, LLC. Roberta is a registered investment advisor in Pennsylvania. Roberta has been working in the financial industry since 2004. She has a Series 6, Series 7, Series 63, and Series 65 licenses. Roberta previously worked at MetLife Securities Inc., Key Investment Services LLC, and McDonald Investments Inc. Roberta has experience in financial planning, pension consulting, and portfolio management for individuals and businesses. Roberta specializes in working with individuals, corporations, charitable organizations, high-net-worth individuals, and pension and profit-sharing plans.
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.
1
2
PA
03/16/2015 - Present
Girard Advisory Services, LLC (SOUDERTON PA)
PA
06/06/2011 - 02/16/2012
METLIFE SECURITIES INC. (PHILADELPHIA PA)
NY
01/18/2006 - 06/03/2011
KEY INVESTMENT SERVICES LLC (LOWVILLE NY)
OH
01/22/2004 - 01/18/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
IA
Issued 07/06/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/21/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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