Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Goddard is a financial advisor registered with Stifel, Nicolaus & Company, Inc. since 2011. Robert has been in the financial services industry since 2002. His expertise includes financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. He is also a Certified Financial Planner and holds the Series 7, Series 24, and Series 66 securities licenses.
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.
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2
GA
01/02/2018 - Present
Stifel, Nicolaus & Company, Inc. (VALDOSTA GA)
GA
06/01/2009 - 10/26/2011
MORGAN STANLEY SMITH BARNEY (VALDOSTA GA)
GA
04/03/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (VALDOSTA GA)
MA
05/14/2002 - 04/11/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 02/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2002
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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