Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert A Hynote is a financial professional with over 35 years of experience in the industry. Robert is currently a Registered Representative and Investment Advisor Representative associated with Stifel, Nicolaus & Company, Inc., based in San Francisco, CA. Before joining Stifel, Nicolaus & Company, Inc., Robert was associated with WELLS FARGO SECURITIES, LLC., BARCLAYS CAPITAL INC., and LEHMAN BROTHERS INC. Robert holds several licenses and registrations, including Series 7, Series 24, Series 52, Series 53, Series 50, Series 63, and Series 79. Robert has worked with a broad range of clients, including high-net-worth individuals, corporations, and institutions. Stifel, Nicolaus & Company, Inc., is a leading full-service investment firm with a strong commitment to providing personalized financial advice and wealth management solutions.
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
CA
08/13/2015 - Present
Stifel, Nicolaus & Company, Inc. (SAN FRANCISCO CA)
CA
06/27/2012 - 07/07/2015
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
CA
09/22/2008 - 04/10/2012
BARCLAYS CAPITAL INC. (SAN FRANCISCO CA)
CA
06/09/1999 - 09/22/2008
LEHMAN BROTHERS INC. (SAN FRANCISCO CA)
NY
05/21/1986 - 04/15/1999
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 04/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/22/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 05/17/1986
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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