Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert B. Robinson is an investment advisor representative with Checchi Capital Advisers, LLC, in Beverly Hills, CA. Robert has been in the financial industry since 2014. Robert has worked with Oppenheimer & Co. Inc. and Boston Private Wealth LLC. Robert currently holds a Series 66 (Uniform Combined State Law Examination), Series 30 (NFA Branch Manager Examination), SIE (Securities Industry Essentials Examination), and Series 7 (General Securities Representative Examination). Robert specializes in portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
Minimum account fee
1
2
CA
01/12/2023 - Present
Checchi Capital Advisers, LLC (BEVERLY HILLS CA)
CA
11/12/2014 - 10/13/2017
OPPENHEIMER & CO. INC. (LOS ANGELES CA)
BOTH
Issued 01/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2009
Series 30 - NFA Branch Manager Examination
BC
Issued 10/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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