Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McKinnon is a financial advisor with Wells Fargo Advisors Financial Network, LLC in FORT LAUDERDALE, FL. Robert has been in the industry since 1971. Robert has Series 63 and 65 licenses and holds licenses in 12 states. Robert has a proven track record of success, and is committed to providing his clients with personalized financial advice and investment strategies. Robert has experience working with a wide range of clients, including individuals, families, businesses, and institutions. Robert is committed to building long-term relationships with his clients, and providing them with the guidance and support they need to 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
1
2
FL
10/05/2012 - Present
Wells Fargo Advisors Financial Network, LLC (FORT LAUDERDALE FL)
FL
01/31/1980 - 10/12/2012
UBS FINANCIAL SERVICES INC. (FT. LAUDERDALE FL)
NA
10/05/1979 - 01/31/1980
BLYTH EASTMAN DILLON & CO. INCORPORATED
NA
09/16/1977 - 11/18/1979
BACHE HALSEY STUART SHIELDS INCORPORATED
NA
08/27/1976 - 09/16/1977
BACHE HALSEY STUART INC.
NA
02/27/1976 - 08/27/1976
BACHE & CO INCORPORATED
NA
07/07/1971 - 02/27/1976
BACHE & CO., INCORPORATED
IA
Issued 08/28/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/15/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1988
Series 3 - National Commodity Futures Examination
BC
Issued 06/26/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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