Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McCarthy is a financial professional with over 25 years of experience in the securities industry. Robert McCarthy is registered with SEI Investments Distribution Co. in Oaks, PA and holds Series 7, Series 24, Series 55, Series 57TO, and Series 63 licenses. Robert McCarthy has a strong track record of providing investment advice and guidance to clients.
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
PA
12/23/1996 - Present
SEI Investments Distribution Co. (OAKS PA)
BC
Issued 04/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert McCarthy is the right advisor for you? Invested Better is here to help.
