Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert William McGlinchy is a financial advisor with Allstate Financial Services, LLC based in Palo Alto, CA. Robert has been in the financial services industry since 1999 and is registered with FINRA and the states of Arizona, California, Colorado, Idaho, Nevada, Oregon, Texas, Utah, and Washington. Robert's focus is on providing investment advice and services to individuals and families. He is dedicated to helping clients achieve their financial goals through a personalized approach.
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.
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CA
07/12/2019 - Present
Allstate Financial Services, LLC (PALO ALTO CA)
CA
07/30/1999 - 05/09/2019
ALLSTATE FINANCIAL SERVICES, LLC (PLEASANTON CA)
BC
Issued 08/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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