Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Cheney Stimson is an investment advisor representative currently registered with Little House Capital, LLC in Braintree, MA. Robert has been in the industry for over 20 years, working with a variety of firms, including People's Securities, Inc., Investment Professionals, Inc., W.R. Hambrecht + Co., LLC, and Banc of America Securities LLC. Robert specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Robert currently devotes 160 hours per month to Little House Capital, LLC.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
11/15/2017 - Present
Little House Capital, LLC (BRAINTREE MA)
MA
09/25/2019 - 12/31/2019
ARKADIOS CAPITAL (Braintree MA)
MA
06/30/2016 - 11/09/2017
PEOPLE'S SECURITIES, INC. (Boston MA)
MA
12/07/2012 - 07/08/2014
PEOPLE'S SECURITIES, INC. (BOSTON MA)
MA
04/21/2010 - 12/31/2010
INVESTMENT PROFESSIONALS, INC. (BOSTON MA)
MA
03/14/2005 - 05/12/2008
W.R. HAMBRECHT + CO., LLC (BOSTON MA)
NY
02/11/2002 - 12/07/2004
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
06/08/1999 - 03/01/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/15/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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