Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Thomas McMahon is a financial advisor with over 10 years of experience in the industry. Robert is currently registered with Cuso Financial Services, LP. Robert's experience includes previous roles with Gradient Securities, LLC, SagePoint Financial, Inc., FB Equity Sales Corporation of Michigan and Signator Investors, Inc. Robert holds Series 6, 7TO, 63 and 65 licenses. Robert is also a Certified Financial Planner.
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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2
MI
10/22/2018 - Present
Cuso Financial Services, LP (NOVI MI)
MI
03/07/2016 - 08/25/2017
GRADIENT SECURITIES, LLC (BLOOMFIELD HILLS MI)
MI
06/25/2014 - 01/07/2015
SAGEPOINT FINANCIAL, INC. (TROY MI)
MI
03/13/2013 - 01/02/2014
FB EQUITY SALES CORPORATION OF MICHIGAN (LANSING MI)
MI
05/15/2012 - 08/29/2012
SIGNATOR INVESTORS, INC. (SOUTHFIELD MI)
IA
Issued 11/06/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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