Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McDonough is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with United Planners' Financial Services of America A Limited Partner and has previously worked with other firms like PROSPERA FINANCIAL SERVICES, INC. and SUNAMERICA CAPITAL SERVICES, INC. Robert has a broad range of experience in the financial industry and is licensed to offer investment advice in multiple states.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
04/07/2011 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
TX
07/24/2002 - 03/16/2011
PROSPERA FINANCIAL SERVICES, INC. (SUGAR LAND TX)
NJ
10/16/2001 - 03/28/2002
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
MA
08/13/1998 - 10/05/2001
AMERICAN GENERAL FUNDS DISTRIBUTORS, INC. (BOSTON MA)
MA
06/25/1992 - 06/12/1998
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
IL
02/01/1995 - 05/22/1995
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
NA
04/15/1992 - 02/01/1995
KEMPER FINANCIAL SERVICES, INC.
CT
02/05/1991 - 04/14/1992
WOOD LOGAN ASSOCIATES, INC. (STAMFORD CT)
MA
12/23/1986 - 10/11/1990
MFS FINANCIAL SERVICES, INC. (BOSTON MA)
NA
11/08/1985 - 01/09/1987
MASSACHUSETTS FINANCIAL SERVICES COMPANY
NA
05/01/1984 - 09/30/1985
FINANCIAL SERVICES MARKETING,INC.
NA
01/27/1982 - 04/15/1983
H. C. COPELAND AND ASSOCIATES EQUITIES, INC.
IA
Issued 06/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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