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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Fincher is an investment advisor representative associated with CIBC Private Wealth Advisors, Inc. Robert has over 20 years of experience in the financial services industry. Robert's areas of expertise include portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Previously, Robert worked at Sanford C. Bernstein & Co., LLC. Robert is registered in 26 states. Robert holds the following licenses: Series 31, Series 7, Series 63, Series 65 and Series 66.
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.
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.
Strategic management for diversified investment portfolios.
Index provider
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
01/25/2024 - Present
Cibc Private Wealth Advisors, Inc. (Tampa FL)
FL
07/04/2011 - 03/09/2016
SANFORD C. BERNSTEIN & CO., LLC (TAMPA FL)
MN
06/26/2000 - 11/15/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/26/2000 - 11/15/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 07/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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