Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McGrady is a financial advisor with Fidelity Brokerage Services LLC. Robert has been in the financial services industry since 1993. He is licensed to sell securities in 12 states. Robert is also registered as a principal with FINRA. Robert holds the Series 6, 7, 24, and 63 licenses, as well as the SIE exam.
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.
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MA
11/25/2008 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
MA
10/23/2007 - 01/19/2022
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
MA
09/08/1993 - 10/01/2007
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BC
Issued 10/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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