Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dwight McMeen is a financial advisor with over 27 years of experience in the financial services industry. Robert is currently registered with Raymond James Financial Services Advisors, Inc. and has been associated with the firm since June 2016. Prior to joining Raymond James, Robert was employed by MORGAN STANLEY from June 2009 to June 2016 and CITIGROUP GLOBAL MARKETS INC. from February 2000 to June 2009. Robert holds a variety of licenses and certifications, including Series 7, 8, 9, 10, 31, 52, 63, and 65. Robert is committed to providing his clients with comprehensive financial planning and investment management services. Robert's specializations include, retirement planning, college planning, estate planning, and tax planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
06/16/2016 - Present
Raymond James Financial Services Advisors, Inc. (PLANO TX)
TX
06/01/2009 - 06/30/2016
MORGAN STANLEY (PLANO TX)
TX
02/28/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PLANO TX)
MI
02/06/1995 - 03/09/2000
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 06/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/06/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/06/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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