Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McGuire is a financial advisor with Wells Fargo Clearing Services, LLC. Robert has been in the industry since 2008. Robert currently holds the following licenses: Series 7, Series 66 and SIE. Prior to joining Wells Fargo Clearing Services, LLC, Robert worked for Wells Fargo Advisors, LLC, Wells Fargo Insurance Services Investment Advisors, Inc., New England Securities and Ameriprise Financial Services, Inc. Robert has a broad range of experience and is well-equipped to help clients with their financial planning needs.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
05/26/2022 - Present
Wells Fargo Clearing Services, LLC (RICHMOND VA)
VA
01/03/2011 - 09/30/2013
WELLS FARGO ADVISORS, LLC (RICHMOND VA)
VA
07/23/2010 - 12/31/2010
WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC. (RICHMOND VA)
VA
08/25/2009 - 07/13/2010
NEW ENGLAND SECURITIES (GLEN ALLEN VA)
VA
04/14/2008 - 07/13/2009
AMERIPRISE FINANCIAL SERVICES, INC. (RICHMOND VA)
BOTH
Issued 05/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/09/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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