Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Leroy Chess is a financial advisor with over 40 years of experience in the industry. Robert is a Certified Financial Planner and has been registered with the Securities and Exchange Commission (SEC) since 1983. Robert currently works with Osaic Wealth, Inc. and has been with them since June 2024. Before joining Osaic Wealth, Inc., Robert was with Securities America, Inc. from July 2020 to June 2024. Prior to that, Robert was with Investcorp, Inc. from January 2014 to July 2020.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
09/26/2024 - Present
Osaic Wealth, Inc. (ERIE PA)
PA
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (ERIE PA)
PA
01/21/2014 - 07/17/2020
INVESTACORP, INC. (ERIE PA)
PA
12/07/2006 - 01/22/2014
INVEST FINANCIAL CORPORATION (ERIE PA)
PA
04/25/1996 - 12/08/2006
INVESTORS CAPITAL CORP. (ERIE PA)
PA
02/01/1991 - 04/29/1996
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
SD
07/13/1989 - 02/27/1991
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
GA
09/06/1983 - 07/19/1989
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 07/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2015
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/14/2000
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/02/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Chess is the right advisor for you? Invested Better is here to help.
