Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Clancy is a financial professional with over 30 years of experience in the industry. Robert is a Registered Representative and Investment Advisor Representative. He is currently affiliated with ON Investment Management Co., where Robert has been with the firm since 2001. Robert's previous affiliations include InterVest International Equities Corporation and Woodbury Financial Services, Inc. Robert is licensed in Arizona, Florida, Georgia, Minnesota, Texas, Virginia, Washington, and Wisconsin. He holds a Series 6, Series 7, Series 26, Series 63, and Series 66. He is also a Chartered Financial Consultant.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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.
1
2
FL
04/21/2010 - Present
ON Investment Management Co. (BRANDENTON FL)
CO
11/14/2001 - 11/07/2005
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
MN
01/20/1988 - 11/16/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 05/31/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Clancy is the right advisor for you? Invested Better is here to help.
