Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Narciso Chiavacci is a financial advisor with over 40 years of experience in the industry. Robert is registered with Raymond James Financial Services Advisors, Inc., and has been active in the field since 1983. Robert has extensive experience in providing financial advice to individuals, corporations, and retirement plans. Robert is dedicated to helping clients achieve their financial goals and has a reputation for providing personalized and comprehensive financial planning services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
05/09/2023 - Present
Raymond James Financial Services Advisors, Inc. (Clearwater FL)
FL
03/09/2018 - 05/15/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CLEARWATER FL)
FL
01/01/2008 - 03/09/2018
WELLS FARGO CLEARING SERVICES, LLC (CLEARWATER FL)
FL
07/20/1983 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CLEARWATER FL)
BOTH
Issued 09/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/17/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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