Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McIsaac is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Chicago Capital Management Advisors, LLC. Robert has also held previous registrations with CROWN CAPITAL SECURITIES, L.P., AMERICAN GENERAL SECURITIES INCORPORATED and CALIFORNIA-WESTERN STATES LIFE INSURANCE COMPANY. Robert specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Robert is registered in 11 states, including Arizona, California, Colorado, Hawaii, Montana, New Jersey, New York, Oregon, Pennsylvania, and Washington.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Estate and insurance planning
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.
A percentage of the total value of assets under management is charged.
1
2
IL
05/01/2024 - Present
Chicago Capital Management Advisors, LLC (LISLE IL)
CA
01/02/2003 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (IRVINE CA)
AZ
02/20/1990 - 12/31/2002
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NA
05/31/1984 - 04/18/1985
CALIFORNIA-WESTERN STATES LIFE INSURANCE COMPANY
BOTH
Issued 01/24/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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