Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Richard Cordeau is an investment advisor representative with McLean Asset Management Corp. Robert has been in the financial services industry since 1998 and has a strong background in investment advising. Robert is a Certified Financial Planner and a Chartered Financial Consultant. Robert has extensive experience providing financial planning, portfolio management, and pension consulting services. Robert currently holds registrations in New Hampshire and Texas as an Investment Advisor Representative.
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.
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.
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VA
05/22/2024 - Present
McLean Asset Management Corp. (TYSONS VA)
VT
03/29/2005 - 12/09/2005
EQUITY SERVICES, INC. (MONTPELIER VT)
IN
02/19/1998 - 02/09/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 02/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 04/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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