Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Burapa Chanpong is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Robert has been in the securities industry since September 2000. Robert has passed the Series 66, Series 31 and Series 7 exams. He has also passed the Securities Industry Essentials Examination (SIE). Robert has been registered with the state of California since November 2000 and with the state of Texas since November 2016. Robert has a total of 26 state registrations active in various states including California, Texas, Alaska, Arizona, Arkansas, Colorado, Connecticut, Florida, Idaho, Louisiana, Massachusetts, Michigan, Minnesota, Mississippi, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, Utah, Washington, and Wisconsin. Robert also provides investment advice to individuals, businesses, and pooled investment vehicles. Robert is also involved in a family investment/loan business and a Pasadena rental house business.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
11/04/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PASADENA CA)
BOTH
Issued 11/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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