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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McKay is a financial advisor with LPL Financial LLC in Bangor, ME. Robert McKay has been working in the financial services industry since October 6, 1993 and has been registered with LPL Financial LLC since May 21, 2002. Previously, Robert McKay was registered with Quick & Reilly, Inc., FIS Securities, Inc., MDS Securities Incorporated, 440 Financial Distributors, Inc., Key Investments Inc., Liberty Securities Corporation, MetLife Securities Inc. and Metropolitan Life Insurance Company. Robert McKay holds FINRA Series 7, 6, 63 and 65 licenses and is a registered Investment Advisor in Maine. Robert McKay provides financial planning and investment management services to individuals, businesses, charitable organizations, pension and profit sharing plans, corporations, high-net-worth individuals, and other investment advisors.
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.
Consulting and other non-discretionary advisory services
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.
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2
ME
05/21/2002 - Present
LPL Financial LLC (BANGOR ME)
NY
09/25/2000 - 05/01/2001
QUICK & REILLY, INC. (NEW YORK NY)
MA
08/01/1996 - 09/25/2000
FIS SECURITIES, INC. (BOSTON MA)
IN
01/02/1996 - 08/01/1996
MDS SECURITIES INCORPORATED (CARMEL IN)
ME
11/08/1995 - 12/31/1995
440 FINANCIAL DISTRIBUTORS, INC. (PORTLAND ME)
OH
02/09/1995 - 07/26/1995
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
11/02/1993 - 02/22/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MA
08/03/1990 - 08/13/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/03/1990 - 08/13/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 06/23/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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