Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dwyer is an investment advisor representative with Chancellor Financial Group WB LP. Robert Dwyer has been in the industry since 1981 and has a Series 63, Series 65, and Series 4 licenses. Robert Dwyer has been affiliated with Chancellor Financial Group WB LP since 2014 and was previously employed by NEWBRIDGE SECURITIES CORPORATION and MIDSOUTH CAPITAL, INC. Robert Dwyer also has a Sole Proprietorship with Robert Dwyer Insurance. Robert Dwyer specializes in financial planning, portfolio management for individuals and other services. Robert Dwyer has experience working with individuals, high-net-worth individuals, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
PA
05/07/2014 - Present
Chancellor Financial Group WB LP (WILKES-BARRE PA)
PA
12/11/2006 - 02/27/2020
NEWBRIDGE SECURITIES CORPORATION (WILKES-BARRE PA)
PA
08/24/2001 - 11/16/2006
MIDSOUTH CAPITAL, INC. (WILKES BARRE PA)
PA
05/16/1991 - 08/24/2001
FIRST SECURITY INVESTMENTS, INC. (KINGSTON PA)
NA
04/05/1991 - 04/29/1991
FIRST SECURITY INVESTMENTS, INC.
MD
03/12/1990 - 04/19/1991
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
04/11/1988 - 03/23/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
10/26/1982 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
05/10/1982 - 09/01/1982
SHEARSON LOEB RHOADES INC.
NA
01/19/1981 - 04/22/1982
E. F. HUTTON & COMPANY INC
IA
Issued 04/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/1999
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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