Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Chen is a financial advisor with over 18 years of experience in the financial services industry. Robert is currently registered with Cambridge Investment Research Advisors, Inc. and is licensed to provide financial advice in California, Florida, New Jersey, and Texas. Robert has previously worked at several other firms including SAGEPOINT FINANCIAL, INC., PRINCIPAL SECURITIES, INC., METLIFE SECURITIES INC., LPL FINANCIAL CORPORATION, AMTRUST INVESTMENT SERVICES, INC., and IFMG SECURITIES, INC. Robert is also the President of RMC WEALTH STRATEGIES & FINANCIAL SERVICES, LLC.
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
FL
03/14/2024 - Present
Cambridge Investment Research Advisors, Inc. (Boca Raton FL)
FL
03/07/2017 - 08/17/2023
SAGEPOINT FINANCIAL, INC. (FORT LAUDERDALE FL)
FL
02/17/2015 - 03/13/2017
PRINCIPAL SECURITIES, INC. (BOCA RATON FL)
FL
12/13/2010 - 02/17/2015
METLIFE SECURITIES INC. (FORT LAUDERDALE FL)
FL
03/09/2010 - 12/08/2010
LPL FINANCIAL CORPORATION (BOCA RATON FL)
FL
01/06/2006 - 03/10/2010
AMTRUST INVESTMENT SERVICES, INC. (BOCA RATON FL)
NY
08/03/2005 - 01/04/2006
IFMG SECURITIES, INC. (PURCHASE NY)
BOTH
Issued 01/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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