Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McIntosh is a financial advisor with over 25 years of experience in the industry. Robert is currently registered with Equity Services, Inc. and has held previous positions with FSC Securities Corporation, LPL Financial LLC, Invest Financial Corporation, Prime Capital Services, Inc., Royal Alliance Associates, Inc., First National Equity, Corp., and Sterling Foster & Company, Inc. Robert holds the Series 7, Series 63, and SIE licenses. Robert specializes in retirement planning, investment management, insurance, and tax preparation. Robert serves individuals, families, businesses, and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
03/24/2023 - Present
Equity Services, Inc. (HAUPPAUGE NY)
NY
12/17/2018 - 03/29/2023
FSC SECURITIES CORPORATION (NORTH BABYLON NY)
NY
02/14/2018 - 12/21/2018
LPL FINANCIAL LLC (NORTH BABYLON NY)
NY
10/26/2007 - 02/14/2018
INVEST FINANCIAL CORPORATION (NORTH BABYLON NY)
NY
01/13/1999 - 11/13/2007
PRIME CAPITAL SERVICES, INC. (BABYLON NY)
AZ
09/17/1998 - 01/13/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NJ
06/13/1996 - 09/09/1997
FIRST NATIONAL EQUITY, CORP. (PT. PLEASANT BEACH NJ)
NY
08/11/1995 - 05/07/1996
STERLING FOSTER & COMPANY, INC. (UNIONDALE NY)
NY
05/10/1995 - 07/20/1995
VTR CAPITAL, INC. (NEW YORK NY)
NY
04/18/1995 - 05/11/1995
STERLING FOSTER & COMPANY, INC. (UNIONDALE NY)
BC
Issued 05/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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