Best Investors Account Sign in

Roberta Jean Kessler

Girard Advisory Services, LLC

Souderton, PA

Claim This Profile
Current Employers
Girard Advisory Services, Llc

555 Croton Road Suite 210, King Of Prussia, PA 19406 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2015-03-16
  • PA RA
    APPROVED
    Since 2015-03-16

Branch Locations

41 West Broad Street, Souderton, PA 18964 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Girard Investment Services, Llc F/K/A Univest Investments, Inc Souderton PA 02/2012 Present
Girard Advisory Services, Llc Souderton PA 03/2015 Present
  • 02/2012 → Present
    Girard Investment Services, Llc F/K/A Univest Investments, Inc
    Souderton, PA
  • 03/2015 → Present
    Girard Advisory Services, Llc
    Souderton, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-07-06
S63 Uniform Securities Agent State Law Examination 2004-03-12
  • S65 Uniform Investment Adviser Law Examination
    2013-07-06
  • S63 Uniform Securities Agent State Law Examination
    2004-03-12
Other Names
  • Roberta Jean Karaszkiewicz

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
EDWARD JONES
LPL FINANCIAL LLC
KEY INVESTMENT SERVICES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.

Other Investors

LUISA FERNANDA SORKNESS
Thomas Joseph Flynn
Jennifer Ashley
CURTIS MICHAEL JOHNSTON
Keegan Michael Billie
Michael T McGuire
THOMAS EDWIN HELLINGS
JAMES HARLAN HAROL JACOBSON

Other Offices

CETERA INVESTMENT ADVISERS LLC · SOUDERTON, PA
GIRARD ADVISORY SERVICES, LLC · Souderton, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Souderton, PA
LPL ENTERPRISE, LLC · SOUDERTON, PA
EDWARD JONES · SOUDERTON, PA
CETERA INVESTMENT ADVISERS LLC · SOUDERTON, PA
LPL FINANCIAL LLC · SOUDERTON, PA
KEY INVESTMENT SERVICES LLC · SOUDERTON, PA

More in Souderton, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor