Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Chanin is a financial advisor registered with Stifel, Nicolaus & Company, Inc. with over 40 years of experience in the financial industry. Robert has held previous positions with UBS Financial Services Inc. and Citigroup Global Markets Inc. and has a broad range of experience in providing financial advice to individuals, businesses, and institutions. Robert is a licensed investment advisor representative in Georgia, North Carolina, and Texas.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
08/14/2009 - Present
Stifel, Nicolaus & Company, Inc. (MACON GA)
GA
02/16/2007 - 08/14/2009
UBS FINANCIAL SERVICES INC. (MACON GA)
NC
01/02/2002 - 02/26/2007
CITIGROUP GLOBAL MARKETS INC. (CASHIERS NC)
GA
01/19/1980 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 06/08/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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