Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gilchrist is a financial advisor with Fidelity Personal And Workplace Advisors, based in Plainview, NY. Robert has been in the industry since October 1992 and has held previous roles with various firms including Merrill Lynch, Keybanc Capital Markets, Deutsche Bank Securities, BT Alex. Brown, Alex. Brown & Sons, Chapdelaine Corporate Securities & Co, Garban Limited and RMJ Securities Corp. Robert is a Registered Representative with FINRA and licensed in 22 states.
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
NY
07/08/2021 - Present
Fidelity Personal AND Workplace Advisors (PLAINVIEW NY)
NY
02/22/2008 - 01/28/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELVILLE NY)
OH
08/11/2000 - 11/09/2007
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
NY
06/14/1999 - 07/28/2000
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 06/14/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
07/26/1996 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NY
05/28/1992 - 08/31/1992
CHAPDELAINE CORPORATE SECURITIES & CO (NEW YORK NY)
NY
10/11/1989 - 08/05/1991
GARBAN LIMITED (NEW YORK NY)
NA
07/25/1987 - 09/18/1989
RMJ SECURITIES CORP.
IA
Issued 03/27/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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