Robert John Mclane
Professional Summary
Robert John Mclane, who also goes by Robert Mclane, is a registered financial advisor currently at PAYCHEX SECURITIES CORPORATION located in Phoenix, Arizona. Robert is registered as a RR (Registered Representative) and started their career in finance in 2006. Robert has worked at 5 firms and has passed the Series 63, Series 6TO, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert Mclane
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
PAYCHEX SECURITIES CORPORATION
Contact Information
Main Address
220 Kenneth Drive, Rochester, NY 14623Mailing Address
220 Kenneth Drive, Rochester, NY 14623Phone Number
(585) 387-4312Established
New York since 07/17/1995Firm Type
CorporationFiscal Year End
MayFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2021About the Series 6TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 2006About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Robert John Mclane's CRS (Customer Relationship Summary).
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