Unclaimed
Robert McCulloch is an investment advisor representative with Hunter Associates LLC in Pittsburgh, Pennsylvania. Robert has been in the industry since 1981 and has a wide range of experience in the securities industry. Robert has held previous positions with JANNEY MONTGOMERY SCOTT LLC and PARKER/HUNTER INCORPORATED. Robert is registered in several states including Ohio, Pennsylvania and Virginia. Robert holds various licenses and designations including Series 7, 63, 65, 9, 10, 24, 53 and 4. Robert's areas of specialization include portfolio management for individuals, businesses and pooled investment vehicles, as well as financial planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Manager of managers
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
PA
12/11/2012 - Present
Hunter Associates LLC (PITTSBURGH PA)
OH
04/27/1985 - 05/02/2011
JANNEY MONTGOMERY SCOTT LLC (SALEM OH)
PA
05/18/1981 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
IA
Issued 03/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/01/1983
Series 4 - Registered Options Principal Examination
BC
Issued 05/02/1983
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/03/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1982
Series 5 - Interest Rate Options Examination
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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