Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McCann is a financial professional with experience in the financial services industry. Robert has worked with several firms in their history including Investment Distributors, Inc. , Concourse Financial Group Securities, Inc., National Planning Corporation, Jackson National Life Distributors LLC and A I M Distributors, Inc.. Robert is currently registered with Clarendon Insurance Agency, Inc.. Robert has passed several industry exams including the Series 6, Series 7 and Series 63 exams.
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.
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.
1
2
MA
04/24/2023 - Present
Clarendon Insurance Agency, Inc. (Waltham MA)
AL
01/03/2022 - 04/10/2023
INVESTMENT DISTRIBUTORS, INC. (BIRMINGHAM AL)
AL
09/06/2017 - 01/03/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)
IL
01/13/2016 - 08/29/2017
NATIONAL PLANNING CORPORATION (RIVERWOODS IL)
CO
08/20/2004 - 10/20/2015
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
TX
12/09/2003 - 08/23/2004
A I M DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 12/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/25/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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