Unclaimed
Robert McKenna is a financial professional with over 20 years of experience in the financial services industry. Robert is currently registered with Nylife Securities LLC and holds Series 7, 9, 10, 63 and SIE licenses. Robert is also registered with the state of Florida, Illinois, Maryland, Massachusetts, North Carolina and Rhode Island. Previously, Robert was employed by Fidelity Brokerage Services LLC and National Financial Services LLC.
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.
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.
1
2
MA
03/31/2023 - Present
Nylife Securities LLC (BRIDGEWATER MA)
RI
06/28/2013 - 01/07/2022
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
03/01/2007 - 07/02/2013
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
RI
01/23/2001 - 12/07/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
08/30/2002 - 08/02/2003
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
BC
Issued 02/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/19/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert McKenna is the right advisor for you? Invested Better is here to help.