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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 Chapdelaine is a financial advisor with over 15 years of experience in the industry. Robert is currently registered with Morgan Stanley in Illinois and Texas. Robert has a wide range of experience working with clients including individuals, corporations, and investment companies. Robert is also a registered principal with Morgan Stanley and has several designations.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
08/02/2022 - Present
Morgan Stanley (Chicago IL)
IL
10/31/2016 - 09/05/2023
E*TRADE SECURITIES LLC (CHICAGO IL)
IL
08/13/2015 - 08/07/2017
OPTIONSHOUSE (CHICAGO IL)
IL
03/28/2008 - 08/06/2015
E*TRADE SECURITIES LLC (CHICAGO IL)
BOTH
Issued 04/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/20/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/13/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/21/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/22/2009
Series 4 - Registered Options Principal Examination
BC
Issued 03/15/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2013
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 04/11/2011
Series 3 - National Commodity Futures Examination
BC
Issued 05/04/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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