Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robbie? Claim Your ProfileRobbie O'neil Chandler is a financial advisor registered with Raymond James & Associates, Inc. Robbie has been working in the financial services industry since September 1996. Robbie has Series 7, 9, 10, 24, 31, 63 and 65 licenses, as well as a SIE certification. Previously, Robbie worked for DEUTSCHE BANK SECURITIES INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Robbie's office is located in Winston-Salem, North Carolina.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
09/06/2016 - Present
Raymond James & Associates, Inc. (Winston-Salem NC)
NC
07/29/2011 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (WINSTON-SALEM NC)
NC
10/23/2009 - 08/02/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINSTON-SALEM NC)
NC
12/01/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WINSTON-SALEM NC)
NC
06/09/2005 - 12/06/2006
WACHOVIA SECURITIES, LLC (WINSTON SALEM NC)
NC
03/11/2003 - 06/06/2005
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
NC
08/20/2002 - 03/13/2003
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NY
09/12/1996 - 08/23/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/04/2008
Series 24 - General Securities Principal Examination
BC
Issued 02/26/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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