Unclaimed
Robert McDade is a financial advisor with over 20 years of experience in the industry. Robert currently works at Cetera Advisor Networks LLC. Robert has held previous positions with Allstate Financial Services, LLC, CW Securities, LLC, Principal Securities, Inc., First Asset Financial Inc., Silver Oak Securities, Incorporated, AXA Advisors, LLC, USAllianz Securities, Inc., and WMA Securities, Inc. Robert holds the following licenses: Series 6, Series 7, Series 63, Series 66 and the SIE exam.
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
TN
03/28/2022 - Present
Cetera Advisor Networks LLC (CHATTANOOGA TN)
TN
06/09/2020 - 03/22/2022
ALLSTATE FINANCIAL SERVICES, LLC (CHATTANOOGA TN)
TN
01/26/2017 - 06/01/2020
CW SECURITIES, LLC (KNOXVILLE TN)
TN
05/01/2012 - 02/08/2017
PRINCIPAL SECURITIES, INC. (CHATTANOOGA TN)
KS
03/24/2011 - 10/10/2011
FIRST ASSET FINANCIAL INC. (SALINA KS)
TN
02/24/2005 - 03/30/2011
SILVER OAK SECURITIES, INCORPORATED (JACKSON TN)
NY
03/19/2003 - 08/10/2004
AXA ADVISORS, LLC (NEW YORK NY)
MN
05/26/1999 - 03/10/2003
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
GA
03/09/1998 - 05/14/1999
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 05/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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