Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Chess is a financial advisor with over 25 years of experience in the industry. Robert is currently registered with L.M. Kohn & Co. and is a Registered Representative in Ohio. Robert was previously registered with Fifth Third Securities, Inc., State Farm VP Management Corp., Invest Financial Corporation, Red Capital Markets, Inc., John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company.
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.
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.
Flat commission/execution fee
1
2
OH
10/04/2021 - Present
L.m. Kohn & Co. (CINCINNATI OH)
OH
08/26/2014 - 10/06/2021
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IL
01/11/2012 - 10/09/2012
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
OH
05/01/2008 - 07/23/2010
INVEST FINANCIAL CORPORATION (CINCINNATI OH)
OH
09/16/2004 - 04/04/2008
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
10/11/1994 - 09/13/2004
RED CAPITAL MARKETS, INC. (COLUMBUS OH)
MA
03/28/1994 - 06/30/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/28/1994 - 06/30/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 01/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 09/30/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/27/2015
Series 4 - Registered Options Principal Examination
BC
Issued 10/13/2014
Series 24 - General Securities Principal Examination
BC
Issued 06/02/2006
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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