Unclaimed
Robbie Mihalko is a financial advisor with over 24 years of experience in the industry. Robbie is currently registered with Stifel, Nicolaus & Company, Inc. and has previously been registered with MML Investors Services, LLC and Signator Investors, Inc. Robbie holds several licenses, including Series 7, 24, 52TO, 53 and 63. Robbie is registered in several states and is an active member of the financial community.
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
TN
07/18/2017 - Present
Stifel, Nicolaus & Company, Inc. (NASHVILLE TN)
TN
06/06/2001 - 07/20/2017
MML INVESTORS SERVICES, LLC (BRENTWOOD TN)
MA
11/18/1997 - 04/20/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
BC
Issued 09/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1997
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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