Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Cheney is a registered investment advisor representative with Diversify Advisory Services, LLC. Robert has been in the industry since 1999 and has experience in providing investment advice to individuals, high-net-worth individuals, corporations, and pension plans. Robert has also been involved in financial planning, selection of other advisors, and portfolio management. Previous employers include First Allied Securities, Inc., GreenBook Securities, Inc., U.S. Bancorp Piper Jaffray Inc., First Union Securities, Inc., and Cruttenden Roth Incorporated. Robert is registered in the states of California, Illinois, Massachusetts, New Hampshire, New York, Utah, and Wisconsin. Robert is a member of the Board of Governors of the Lowe Institute of Political Economy. Robert holds the Series 63, Series 65, Series 7, Series 99TO, and SIE licenses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
12/19/2023 - Present
Diversify Advisory Services, LLC (Winnetka IL)
CA
10/27/2006 - 03/11/2019
FIRST ALLIED SECURITIES, INC. (PORTOLA VALLEY CA)
CA
07/28/2006 - 10/10/2006
GREENBOOK SECURITIES, INC. (SAN DIEGO CA)
MN
08/10/2000 - 04/10/2001
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MO
03/23/2000 - 08/09/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
CA
12/10/1996 - 10/23/1998
CRUTTENDEN ROTH INCORPORATED (NEWPORT BEACH CA)
BC
Issued 08/04/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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