Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McIver is an Investment Advisor Representative associated with Jensen Investment Management Inc. located in Lake Oswego, OR. Robert McIver has been in the industry since June 2006 and has passed the Series 6, Series 63 and Series 65 exams. Robert McIver is currently registered with the state of Oregon and Texas. Robert McIver's previous employer was Quasar Distributors, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
04/23/2008 - Present
Jensen Investment Management Inc. (LAKE OSWEGO OR)
ME
06/08/2007 - 07/08/2013
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
BC
Issued 06/26/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Robert McIver is the right advisor for you? Invested Better is here to help.
