Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McKinney II has been in the financial industry since 1989. Robert is currently registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Robert has a Series 7 and Series 66 license and a Certified Financial Planner designation. Robert's previous employers include J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., Ameriprise Financial Services, Inc. and Financial Network Investment Corporation. Robert specializes in providing financial planning, investment management, and portfolio management services to individuals, businesses, and institutions.
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
MO
03/01/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
TX
06/27/2017 - 03/02/2022
J.P. MORGAN SECURITIES LLC (PLANO TX)
TX
07/07/2015 - 06/06/2017
WELLS FARGO CLEARING SERVICES, LLC (ARLINGTON TX)
TX
01/09/2014 - 07/20/2015
AMERIPRISE FINANCIAL SERVICES, INC. (FORT WORTH TX)
TX
06/30/2008 - 12/13/2013
CHARLES SCHWAB & CO., INC. (FORT WORTH TX)
TX
08/31/1990 - 06/27/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (COPPELL TX)
NA
10/27/1989 - 09/06/1990
PROGRESSIVE CAPITAL SECURITIES CORPORATION
GA
12/23/1988 - 10/23/1989
THE PLANNER'S SECURITIES GROUP, INC. (ATLANTA GA)
BOTH
Issued 04/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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