Unclaimed
Robert McCann is a financial professional with over 40 years of experience in the industry. Robert is registered with Northwestern Mutual Investment Services, LLC and is licensed to provide financial advice in Connecticut, Massachusetts, New York, and Rhode Island. Robert is a Series 6, 7, 63, and SIE licensed professional, and has been providing financial guidance and investment advice to clients since 1982. Robert is dedicated to helping clients achieve their financial goals.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
CT
07/01/1982 - Present
Northwestern Mutual Investment Services, LLC (Stamford CT)
WI
04/10/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 07/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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