Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McLean is a financial professional with Allstate Financial Services, LLC. Robert has been in the industry for over 6 months. Robert is registered with FINRA and is licensed in New York. Robert has passed the Series 63, Series 6TO, and SIE exams. Robert's previous employment was with Equitable Advisors, LLC.
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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NY
02/13/2024 - Present
Allstate Financial Services, LLC (Newburgh NY)
NY
04/07/2023 - 12/07/2023
EQUITABLE ADVISORS, LLC (MIDDLETOWN NY)
BC
Issued 06/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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