Robert Kersey, financial advisor Gig Harbor WA
93 score

Robert Kersey

CRD Number: 862046
Current Firm: Moloney Investment Advisory LLC

Robert Kersey (CRD# 862046) is an Investment Advisor Representative working at Moloney Investment Advisory LLC in Gig Harbor, WA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Moloney Securities Asset Management LLC Manchester, MO Feb 2016 - Current < 1
Moloney Investment Advisory LLC Manchester, MO Feb 2016 - Current < 1
Moloney Securities Company, Inc. Manchester, MO Jan 2013 - Current 3
Rbc Capital Markets Corporation Gig Harbor, WA Mar 2008 - Jan 2013 4
Rbc Dain Rauscher Inc. Gig Harbor, WA Mar 1998 - Mar 2008 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
Contact Info for Robert B. Kersey
Phone Number: 314-909-0600
Firm Website: http://www.moseco.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, KY, MA, MD, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, RI, SC, TN, TX, UT, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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