Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robby? Claim Your ProfileRobby McClure is a financial advisor with Wells Fargo Clearing Services, LLC. Robby has been in the industry since 2003. Robby is licensed in 15 states for both Broker-Dealer and Investment Advisor activity. Robby also has a Series 7, Series 31 and Series 66. Robby is registered with Financial Industry Regulatory Authority (FINRA) and has been affiliated with Wells Fargo Advisors since 2014. Robby was previously registered with UBS Financial Services Inc and Morgan Stanley DW Inc. Robby specializes in portfolio management for individuals, businesses, and investment companies. Robby also offers financial planning, pension consulting, and selection of other advisors. Robby is also the owner of a closeout merchandise reseller business in Lombard, IL.
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.
Investment consulting services to institutional clients
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
IL
06/10/2016 - Present
Wells Fargo Clearing Services, LLC (OAK BROOK IL)
IL
02/23/2007 - 06/19/2014
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IL
11/24/2003 - 02/26/2007
MORGAN STANLEY DW INC. (LISLE IL)
BOTH
Issued 12/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robby McClure is the right advisor for you? Invested Better is here to help.
