Unclaimed
Robert Tempchin is an investment advisor representative currently registered with R & M Wealth Management, LLC in Bethesda, MD. Robert has been in the industry since 2000 and has worked with several firms prior to joining R & M Wealth Management, LLC. Robert has Series 7 and Series 66 licenses. Robert is also a registered accountant and provides accounting and tax preparation services for a separate company.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees
1
2
MD
08/31/2022 - Present
R & M Wealth Management, LLC (BETHESDA MD)
MD
05/12/2004 - 11/23/2009
H.D. VEST INVESTMENT SERVICES (SILVER SPRING MD)
NY
04/09/2001 - 05/05/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
01/06/2000 - 08/22/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 06/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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