Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McElwee is a financial advisor in Philadelphia, Pennsylvania with over 20 years of experience in the industry. Robert currently works at Lion Street Financial, LLC and previously held positions at The Leaders Group, Inc., NFP Securities, Inc., Royal Alliance Associates, Inc., PIM Financial Services, Inc., and Ascend Financial Services, Inc. Robert holds the Series 6 and Series 63 licenses.
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.
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.
1
2
PA
05/16/2018 - Present
Lion Street Financial, LLC (Philadelphia PA)
CO
02/03/2014 - 05/17/2018
THE LEADERS GROUP, INC. (LITTLETON CO)
PA
09/03/2002 - 02/07/2014
NFP SECURITIES, INC. (PHILADELPHIA PA)
AZ
03/13/2002 - 09/09/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
11/13/1997 - 03/13/2002
PIM FINANCIAL SERVICES, INC. (SAN MARCOS CA)
MN
07/30/1996 - 10/03/1997
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
BC
Issued 07/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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