Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Chastain is an investment advisor representative at Annex Wealth Management, LLC. Robert is currently registered with the state of Florida and Wisconsin. Robert has been in the industry since 2013. Prior to joining Annex Wealth Management, LLC, Robert worked at CUNA BROKERAGE SERVICES, INC., ALLSTATE FINANCIAL SERVICES, LLC, PFS INVESTMENTS INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Robert provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
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.
Consultation for a fee
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
FL
05/26/2022 - Present
Annex Wealth Management, LLC (Naples FL)
FL
06/25/2020 - 05/17/2022
CUNA BROKERAGE SERVICES, INC. (NAPLES FL)
MI
05/04/2018 - 06/12/2020
ALLSTATE FINANCIAL SERVICES, LLC (Harrison Township MI)
MI
04/13/2016 - 01/12/2017
PFS INVESTMENTS INC. (ROMEO MI)
MI
12/23/2013 - 04/28/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
BC
Issued 03/10/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/16/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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