Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McKinley is a financial advisor registered with Fidelity Personal And Workplace Advisors. Robert has been in the industry since 2007, with an active registration in both broker-dealer and investment advisor roles. Robert's expertise includes financial planning, portfolio management for individuals and businesses, and the selection of other advisors. Robert holds Series 63, 66, 7, 9, and 10 licenses. In addition to Robert's professional experience, Robert serves as a Board Member for WHW Consulting, a manufacturing consulting firm.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 12/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/23/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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