Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Carl Cheatham has been in the financial services industry since July 1995 and is currently registered with Avantax Advisory Services. Robert has a variety of experience, including providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pension and profit-sharing plans. Robert is also a registered representative with Avantax Investment Services, Inc. and is licensed to sell insurance products.
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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
FL
03/26/1999 - Present
Avantax Advisory Services (LAKELAND FL)
BC
Issued 12/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Cheatham is the right advisor for you? Invested Better is here to help.
