Unclaimed
Robert McAllister is a financial professional with over 20 years of experience in the industry. Robert has been registered with Jackson National Life Distributors LLC since June 2006. Prior to that, Robert was registered with PLANCO FINANCIAL SERVICES, LLC from August 2002 to May 2006. Robert holds a Series 6, Series 26, Series 63 and SIE license. Robert is registered in Florida and Michigan.
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
TN
06/13/2006 - Present
Jackson National Life Distributors LLC (FRANKLIN TN)
CT
08/23/2002 - 05/31/2006
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
BC
Issued 09/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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