Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberts? Claim Your ProfileRoberts E. McKeldin is a financial advisor registered with Bankers Life Advisory Services, Inc. Roberts has been in the industry since 2006 and holds licenses in Delaware, Maryland, New Jersey, Pennsylvania, South Carolina, and New York. Prior to joining Bankers Life Advisory Services, Inc., Roberts worked for PROEQUITIES, INC. and UVEST FINANCIAL SERVICES GROUP, INC.. Roberts has a wide range of experience and expertise in financial planning, portfolio management, and educational seminars. Roberts is committed to providing clients with personalized financial advice and guidance.
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.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
DE
10/21/2024 - Present
Bankers Life Advisory Services, Inc. (Dover DE)
DE
05/25/2010 - 05/26/2016
PROEQUITIES, INC. (DOVER DE)
NC
05/19/2009 - 05/14/2010
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
IL
07/17/2006 - 05/28/2008
UVEST FINANCIAL SERVICES GROUP, INC. (CHICAGO IL)
BOTH
Issued 06/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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