Robert Francis Mcentee Jr.
Professional Summary
Robert Francis Mcentee JR., who also goes by Bob F. Mcentee, Robert F. Mcentee Jr., is a registered financial advisor currently at SUSQUEHANNA FINANCIAL GROUP, LLLP located in Bala Cynwyd, Pennsylvania and GLOBAL EXECUTION BROKERS, LP located in Bala Cynwyd, Pennsylvania. Robert is registered as a RR (Registered Representative) and started their career in finance in 2005. Robert has worked at 7 firms and has passed the Series 66, Series 57TO, SIE, Series 87, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bob F. Mcentee, Robert F. Mcentee Jr.
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Contact Information
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
SUSQUEHANNA INVESTMENT GROUP
Contact Information
Main Address
401 City Ave. Ste 220, Bala Cynwyd, PA 19004-1122Mailing Address
401 City Ave. Ste 220, Bala Cynwyd, PA 19004-1122Phone Number
(610) 617-2600Established
Pennsylvania since 05/01/1987Firm Type
PartnershipFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(2/16/2007)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Dec 2014About the Series 87 examSeries 55 — Limited Representative-Equity Trader Exam
Passed Jul 2007SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Robert Francis Mcentee JR.'s CRS (Customer Relationship Summary).
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