Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McQuillan is a financial advisor with over 20 years of experience in the industry. Robert is a Registered Representative of Wells Fargo Clearing Services, LLC. Robert holds the Series 7, Series 63, and Series 65 licenses. Robert has a proven track record of success in helping clients achieve their financial goals. Robert is committed to providing his clients with personalized financial advice and guidance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
TX
10/28/2005 - Present
Wells Fargo Clearing Services, LLC (SUGAR LAND TX)
AL
11/17/2003 - 10/24/2005
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
NY
08/20/2001 - 11/18/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CA
12/13/2000 - 09/19/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
08/19/1996 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
04/10/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
NA
11/24/1995 - 08/19/1996
FIRST INTERSTATE INVESTMENTS,INC.
IA
Issued 04/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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