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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 James Thevenet is a financial advisor with Cambridge Investment Research Advisors, Inc. Robert has been in the financial services industry since 1998 and has experience in various areas of financial planning, portfolio management, and insurance. Robert is also a certified financial planner and a chartered financial consultant. Robert is committed to helping clients achieve their financial goals.
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.
Solicitation fees from 3rd party money managers
1
2
CT
01/19/2011 - Present
Cambridge Investment Research Advisors, Inc. (Voluntown CT)
CT
02/24/2005 - 01/28/2011
NYLIFE SECURITIES LLC (GROTON CT)
NJ
03/04/1998 - 02/18/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 03/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/28/1995
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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