Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McBey has been in the financial services industry since 1997. Robert is currently a registered representative with Wilson-Davis & CO., Inc. in Addison, Texas. Robert has held multiple positions at a number of firms, including PotAMUS Trading, LLC, Apex Clearing Corporation, and Penson Financial Services, Inc. Robert holds Series 7, 9, 10, 14, 24, 27, 63, and 65 licenses.
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.
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2
TX
01/24/2018 - Present
Wilson-Davis & CO., Inc. (Addison TX)
MA
01/24/2013 - 11/27/2017
POTAMUS TRADING, LLC (BOSTON MA)
TX
06/14/2012 - 08/01/2012
APEX CLEARING CORPORATION (DALLAS TX)
TX
12/03/2008 - 08/01/2012
PENSON FINANCIAL SERVICES, INC. (DALLAS TX)
TX
09/25/1998 - 12/01/2008
SWS FINANCIAL SERVICES (DALLAS TX)
NY
07/14/1998 - 11/26/2008
SOUTHWEST SECURITIES, INC. (NEW YORK NY)
TX
01/13/2000 - 12/02/2003
MYDISCOUNTBROKER.COM (DALLAS TX)
TX
06/29/1999 - 12/02/2003
SOUTHWEST CLEARING CORP. (DALLAS TX)
MO
05/11/1998 - 06/12/1998
EVEREN SECURITIES, INC. (ST. LOUIS MO)
TX
05/21/1997 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
CA
01/29/1997 - 05/20/1997
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
IA
Issued 03/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1997
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 11/24/1999
Series 14 - Compliance Officer Examination
BC
Issued 03/18/1998
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/30/1997
Series 4 - Registered Options Principal Examination
BC
Issued 05/05/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/19/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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