Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kaehler is a financial advisor at Chapin, Davis, located in Baltimore, MD. Robert has been in the industry since 2002 and has been registered with both FINRA and the SEC. Robert has a broad range of experience working with individuals, corporations, and pension plans. Robert specializes in financial planning, portfolio management, and selection of other advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Concessions paid by issuers of securities sold to clients
1
2
MD
01/16/2024 - Present
Chapin, Davis (BALTIMORE MD)
TX
12/03/2021 - 03/04/2022
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
PA
01/13/2017 - 08/16/2019
HORNOR, TOWNSEND & KENT, LLC (HORSHAM PA)
DE
05/07/2013 - 11/10/2016
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEWARK DE)
VT
06/13/2012 - 11/20/2012
EQUITY SERVICES, INC. (MONTPELIER VT)
DE
02/28/2005 - 06/11/2012
NATIONWIDE SECURITIES, LLC (NEWARK DE)
DE
08/18/2000 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IL
07/07/1998 - 07/25/2000
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MA
03/06/1997 - 06/11/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 04/18/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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