Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mckelvey Campbell is a financial advisor with over 23 years of experience. Robert Mckelvey Campbell is registered with Tiaa-cref Individual & Institutional Services, LLC and has been associated with the firm since August 2016. Robert Mckelvey Campbell also has experience with Fidelity Brokerage Services LLC and M&T Securities, Inc.. Robert Mckelvey Campbell holds a variety of licenses including Series 6, 7, 24, 63, and 66.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
05/25/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (MELVILLE NY)
NY
05/02/2014 - 08/17/2016
FIDELITY BROKERAGE SERVICES LLC (HUNTINGTON STATION NY)
MD
08/17/2005 - 04/25/2014
M&T SECURITIES, INC. (BALTIMORE MD)
MD
08/23/1999 - 08/11/2005
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 10/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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