Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Joseph Robert is a financial professional with over 15 years of experience in the industry. Eric is a Registered Representative of Stifel, Nicolaus & Company, Inc. Eric has a wide range of experience in the financial industry, including securities, investments and insurance. Eric holds a Series 66, Series 7, Series 9, Series 10, Series 24 and SIE license. Eric is also a Certified Financial Planner. Eric is a respected financial advisor who is committed to providing clients with personalized advice and guidance. Eric has been an active member of the financial industry since December 2008. Eric is a strong advocate for their clients and is committed to helping them achieve their financial goals.
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.
1
2
MO
12/13/2021 - Present
Stifel, Nicolaus & Company, Inc. (O'FALLON MO)
BOTH
Issued 12/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/01/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/23/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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