Robert M. Chester

CHESTER FINANCIAL SERVICES LLC

Fredericktown, OH

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CRD#: 4673967

Professional summary

Robert M Chester, who also goes by Rob Chester, Robert Max Chester, is a registered financial advisor currently at CHESTER FINANCIAL SERVICES LLC located in Fredericktown, Ohio.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Robert has worked at 8 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rob Chester | Robert Max Chester

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ROBERT M CHESTER. OWNER. START DATE, DECEMBER 2012. NON-INVESTMENT RELATED. INDEPENDENT INSURANCE AGENT, SALES AND SERVICE. 40 HOURS PER MONTH. INSURANCE BUSINESS IS TYPICALLY RESERVED FOR EVENINGS ONLY. 16851 CONNECTOR ROAD FREDERICKTOWN OH 43019

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert M Chester's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 26, 2013 - Present

CHESTER FINANCIAL SERVICES LLC

RIA

CRD#: 169565

Fredericktown, OH

Past

March 22, 2011 - December 31, 2012

CONCORDE ASSET MANAGEMENT, LLC

RIA

CRD#: 140367

COLUMBUS, OH

Past

March 21, 2011 - December 31, 2012

CONCORDE INVESTMENT SERVICES, LLC

CRD#: 151604

COLUMBUS, OH

Past

December 21, 2009 - April 8, 2010

CRD#: 4095

DUBLIN, OH

Past

August 19, 2004 - April 23, 2009

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

DUBLIN, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(11/26/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/29/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/2/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/18/2004

General Securities Representative Examination

Current Firm

CHESTER FINANCIAL SERVICES LLC

CHESTER FINANCIAL SERVICES LLC | CHESTER, ROBERT MAX

CRD#: 169565 / SEC#:

Ohio

Registered Investment Advisory firm - (11/22/2013 Approved)

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Contact information

Main Address

Fredericktown, OH

Mailing Address

Po Box 45, Fredericktown, OH 43019

Phone number

(740) 244-1307

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	105
AUM (Assets Under Management)	$ 20,046,789

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Robert M. Chester

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert M Chester's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONCORDE ASSET MANAGEMENT, LLC

CONCORDE INVESTMENT SERVICES, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

BUCKEYE WEALTH MANAGEMENT LLC

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/29/2009

Series 63

Date: 2/2/2005

Series 7

Date: 8/18/2004

Current Firm

CHESTER FINANCIAL SERVICES LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CHESTER FINANCIAL SERVICES LLC

TRUST BUT VERIFY

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