Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Madry Chwalek is a financial professional with over 20 years of experience in the financial services industry. Robert is currently registered with Fidelity Personal And Workplace Advisors and has held prior roles with Fidelity Investments Institutional Services Company, Inc. Robert is licensed to offer investment advice in 52 states, as well as in Connecticut, Massachusetts and Texas. Robert provides financial planning services to a wide range of clients, including high-net-worth individuals, corporations and pension plans. 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.
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.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
RI
09/18/1996 - 03/30/1999
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 04/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/20/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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