Unclaimed
Robert Nelson Stclair is a financial advisor with over 30 years of experience in the financial services industry. Robert is currently registered with Cambridge Investment Research Advisors, Inc. in Ohio. Previously, Robert was registered with Nationwide Securities, LLC and Pruco Securities, LLC. Robert holds Series 6 and SIE licenses. Robert also works with Neishloss & Fleming, Inc., a Pittsburgh, Pennsylvania-based insurance agency, and Robert St. Clair Insurance Solutions, a Lorain, Ohio-based Medicare insurance agency. Robert is also an administrative representative for Cambridge Investment Research, Inc. Robert is experienced in providing financial planning, portfolio management, and other investment-related 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.
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
OH
10/17/2018 - Present
Cambridge Investment Research Advisors, Inc. (Amherst OH)
OH
10/05/2010 - 10/17/2018
NATIONWIDE SECURITIES, LLC (AMHERST OH)
OH
08/05/1991 - 10/01/2010
PRUCO SECURITIES, LLC. (HURON OH)
NJ
08/05/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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