Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Rubarth is a financial advisor who has been in the industry for nearly 30 years. Robert has a wide range of experience and licenses, including Series 6, 7, 10, 63, and 65 licenses. Robert is currently a registered representative with Stifel, Nicolaus & Company, Inc. He is a trusted advisor for individuals, businesses, and institutions. He is committed to providing clients with personalized financial advice and investment strategies tailored to their unique needs. He is committed to building long-lasting relationships with clients and 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
MI
09/01/2021 - Present
Stifel, Nicolaus & Company, Inc. (ROCHESTER MI)
MI
10/17/2012 - 11/09/2018
RAYMOND JAMES & ASSOCIATES, INC. (Clinton Township MI)
MI
10/05/2009 - 10/25/2012
AMERIPRISE FINANCIAL SERVICES, INC. (SHELBY TOWNSHIP MI)
MI
08/01/1994 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SHELBY TOWNSHIP MI)
NY
02/09/1993 - 01/04/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
02/09/1993 - 01/04/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/08/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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