Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Leo McLaughlin is a financial advisor with over 40 years of experience in the industry. Robert McLaughlin is currently registered with Stonex Advisors Inc. and holds several licenses including Series 7, Series 63, and Series 65. Robert McLaughlin has worked with a variety of firms throughout his career, including Sterne Agee & Leach, Inc., Sterne Agee Financial Services, Inc., J.C. Bradford & Co., Dean Witter Reynolds Inc., and Howard, Weil, Labouisse, Friedrichs Inc. Robert McLaughlin specializes in providing financial consulting services, financial planning, pension consulting, educational seminars, and selection of other advisors. Robert McLaughlin also manages portfolios for individuals and businesses.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
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2
LA
06/30/2016 - Present
Stonex Advisors Inc. (Baton Rouge LA)
AL
07/12/2000 - 02/22/2005
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
AL
01/06/2005 - 01/21/2005
STERNE AGEE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
NY
09/23/1994 - 06/29/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
07/18/1988 - 09/27/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
LA
06/21/1979 - 07/23/1988
HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC. (NEW ORLEANS LA)
IA
Issued 12/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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