Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mackey is a financial advisor with over 30 years of experience in the industry. Robert is a registered representative with LPL Financial LLC and holds licenses in multiple states. Previously, Robert was employed with Invest Financial Corporation and New England Securities. Robert also provides insurance services through Dowd Financial Services. In addition to providing portfolio management for individuals and businesses, Robert is a financial planner and offers educational seminars.
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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MA
02/14/2018 - Present
LPL Financial LLC (HOLYOKE MA)
MA
06/19/2006 - 02/14/2018
INVEST FINANCIAL CORPORATION (HOLYOKE MA)
MA
02/13/1984 - 06/12/2006
NEW ENGLAND SECURITIES (SOUTH HADLEY MA)
IA
Issued 11/06/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/01/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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