Unclaimed
Robert McHugh has been in the financial services industry since July 11, 1994. Currently, Robert is registered with Equitable Distributors, LLC in Charlotte, NC. Previous firms include Jackson National Life Distributors LLC, Directed Services LLC, ING Funds Distributor, Inc., New England Securities, and Planco Financial Services, Inc. Robert holds the Series 6 and SIE licenses. He has registrations in 8 states including Florida, Georgia, Maryland, New York, Pennsylvania, Virginia, West Virginia, and Wisconsin.
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.
1
2
NC
10/10/2011 - Present
Equitable Distributors, LLC (Charlotte NC)
TN
08/02/2010 - 09/27/2011
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
PA
05/09/2000 - 08/02/2010
DIRECTED SERVICES LLC (WEST CHESTER PA)
DE
07/14/2000 - 09/05/2000
ING FUNDS DISTRIBUTOR, INC. (WILMINGTON DE)
NY
02/21/1996 - 04/14/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
01/18/1996 - 02/09/1996
NEW ENGLAND SECURITIES
CT
05/26/1994 - 01/23/1996
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
BC
Issued 07/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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