Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McCarey is a financial advisor with Principal Securities, Inc. Robert has been in the financial industry since 2008. Robert is registered in 18 states and has passed the Series 66, Series 7, and SIE exams. Robert's specialties include retirement planning, investment management, and insurance. Robert's business is based in Newton, Iowa, but Robert also works with clients across the country.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
03/04/2008 - Present
Principal Securities, Inc. (NEWTON IA)
BOTH
Issued 02/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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