Robert E. Mceldowney
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robert Eugene Mceldowney IV, who also goes by Bert Mceldowney, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1996. Robert had worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 6, 2008 - February 27, 2019
BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.
June 15, 2002 - March 26, 2003
WELLS FARGO CLEARING SERVICES, LLC
August 1, 2001 - June 15, 2002
WACHOVIA SECURITIES, INC.
June 30, 1999 - April 17, 2001
REGIONS INVESTMENT COMPANY, INC.
June 22, 1998 - March 25, 1999
PRUDENTIAL EQUITY GROUP, LLC
October 21, 1996 - June 10, 1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 15, 1996 - August 23, 1996
LEGACY FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.
CRD#: 106156 / SEC#: 801-42913
Contact information
Red Flags
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