Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Howard Chappell is a financial professional with over 40 years of experience in the financial services industry. Robert is currently registered with Ameriprise Financial Services, LLC in Portland, Maine. Before joining Ameriprise Financial, Robert worked for SCF SECURITIES, INC., J.P. TURNER & COMPANY, L.L.C., and HORNOR, TOWNSEND & KENT, INC., providing investment advice to clients. Robert holds a Series 6, 7, and 63 licenses, as well as the SIE exam, and is a Chartered Financial Consultant.
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.
Asset allocation services
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
ME
07/15/2024 - Present
Ameriprise Financial Services, LLC (PORTLAND ME)
ME
08/24/2015 - 07/19/2024
SCF SECURITIES, INC. (Biddeford Pool ME)
ME
10/27/2010 - 08/25/2015
J.P. TURNER & COMPANY, L.L.C. (BIDDEFORD POOL ME)
ME
03/16/2001 - 10/15/2010
HORNOR, TOWNSEND & KENT, INC. (BIDDEFORD POOL ME)
DE
06/21/1982 - 03/21/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 07/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/16/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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