Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McGrew is a financial advisor with Raymond James & Associates, Inc. based in Nashville, TN. Robert has been in the financial services industry since 1992. He holds the Series 7, 63, 31, 72, and SIE licenses, and is registered as a registered representative in 26 states. Robert also holds the Series 65 license and is registered as an Investment Advisor Representative in Tennessee and Texas. Previously, Robert worked for Morgan Keegan & Company, Inc., PaineWebber Incorporated, NBC Capital Markets Group, Inc., Carty & Company, Inc., and Union Planters Investment Bankers Group, Inc. Robert's specializations include financial planning, portfolio management for individuals, and portfolio management for businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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
TN
02/13/2013 - Present
Raymond James & Associates, Inc. (NASHVILLE TN)
TN
01/14/2000 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (NASHVILLE TN)
NJ
07/29/1994 - 01/28/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
TN
10/19/1992 - 07/29/1994
NBC CAPITAL MARKETS GROUP, INC. (MEMPHIS TN)
TN
01/03/1991 - 04/15/1991
CARTY & COMPANY, INC. (MEMPHIS TN)
NA
07/16/1990 - 09/12/1990
UNION PLANTERS INVESTMENT BANKERS GROUP, INC.
IA
Issued 07/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 07/12/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robert McGrew is the right advisor for you? Invested Better is here to help.
