Unclaimed
Robert Champagne is an investment professional with over 20 years of experience in the financial services industry. Robert currently works with Cambridge Investment Research, Inc. and has been registered in Massachusetts since March 2009. Robert has also been registered in Rhode Island and Virginia since January 2014. Robert has held previous roles with NEW ENGLAND SECURITIES and TRUSTED SECURITIES ADVISORS CORP.. He is a Series 6 and Series 63 licensed professional with an SIE designation.
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.
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.
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2
MA
03/02/2009 - Present
Cambridge Investment Research, Inc. (Plainville MA)
MA
05/01/2003 - 03/05/2009
NEW ENGLAND SECURITIES (NORTH ATTLEBORO MA)
NY
04/08/1998 - 12/31/2002
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
BC
Issued 08/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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