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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 Joseph Sechrist is a financial advisor with Cambridge Investment Research Advisors, Inc. Robert has been in the financial services industry for over 25 years and has a strong commitment to providing personalized financial planning services to individuals, families, and businesses. His experience spans several firms including Mutual Service Corporation, FSC Securities Corporation, and American Express Financial Advisors Inc. Robert is a Certified Financial Planner® and holds a Series 7, Series 63, and Series 65 licenses. He is also registered to provide investment advisory services in several states including Massachusetts, Texas, Florida, Indiana, Virginia, Maine, Washington, Connecticut, Mississippi, New Hampshire and Arizona.
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
MA
04/01/2014 - Present
Cambridge Investment Research Advisors, Inc. (NORTH ANDOVER MA)
MA
08/15/2005 - 06/18/2009
MUTUAL SERVICE CORPORATION (NORTH ANDOVER MA)
GA
07/11/1997 - 08/15/2005
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
03/24/1995 - 07/23/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/24/1995 - 07/23/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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