Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McKelvey is a financial advisor with over 40 years of experience in the financial services industry. Robert is currently registered with Allworth Financial, LP, and holds both Series 40 and Series 63 licenses. Robert also passed the Securities Industry Essentials (SIE) exam in 2018.
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.
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.
A percentage of the total value of assets under management is charged.
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NJ
10/02/2024 - Present
Allworth Financial, LP (MANASQUAN NJ)
NJ
04/08/1976 - 12/22/2020
GEORGE MCKELVEY CO., INC. (Manasquan NJ)
BC
Issued 09/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/1976
Series 40 - Registered Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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