Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McPherson is a registered investment advisor representative with Raymond James & Associates, Inc. Robert has been in the financial services industry since 1983 and has extensive experience in providing investment advice and portfolio management services. He is a Series 7, 6, 63, 31 and SIE licensed professional. Robert is registered to provide investment advice in numerous states including District of Columbia, Virginia, and California. He is also a member of the City of Alexandria Waterfront Commission.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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
DC
02/05/2008 - Present
Raymond James & Associates, Inc. (WASHINGTON DC)
MD
11/28/1984 - 07/29/1993
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
NA
02/24/1984 - 11/02/1984
FIDELITY BROKERAGE SERVICES, INC.
NA
06/29/1983 - 02/15/1984
FIDELITY DISTRIBUTORS CORPORATION
IA
Issued 11/30/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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