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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 Christopher Chorlins is a financial advisor with MAI Capital Management, LLC. Robert is a Certified Financial Planner™ professional and is licensed to offer insurance products. Robert has been working as a financial advisor since 2007. Robert has previously worked at Wells Fargo Advisors, LLC, Edward Jones, NatCity Investments, Inc. and Securian Financial Services, Inc. Robert's primary location is in St Louis, Missouri. Robert's registrations include a Series 7 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.
Guidance on pension options to ensure a secure financial future.
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.
Due diligence/research
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.
Percentage of non-investment income
1
2
MO
12/22/2020 - Present
MAI Capital Management, LLC (St Louis MO)
MO
02/24/2010 - 05/12/2010
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
04/20/2007 - 12/17/2009
EDWARD JONES (LADUE MO)
MO
02/28/2007 - 03/13/2007
NATCITY INVESTMENTS, INC. (FENTON MO)
MO
01/03/2007 - 02/13/2007
NATCITY INVESTMENTS, INC. (FENTON MO)
MO
04/25/2006 - 05/25/2006
SECURIAN FINANCIAL SERVICES, INC. (ST. LOUIS MO)
BOTH
Issued 04/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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