Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allen Andresen is an investment advisor representative registered with Stifel, Nicolaus & Company, Inc. in Pennsylvania. Robert has been in the securities industry since 1991. Robert is also registered as an investment advisor in Pennsylvania and New Jersey. Robert has a history of working with RBC DAIN RAUSCHER INC., TUCKER ANTHONY INCORPORATED, and PAINEWEBBER INCORPORATED. Robert has passed the Uniform Securities Agent State Law Examination, Uniform Investment Adviser Law Examination, General Securities Representative Examination, National Commodity Futures Examination, and Securities Industry Essentials Examination.
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
PA
04/25/2024 - Present
Stifel, Nicolaus & Company, Inc. (YARDLEY PA)
NY
03/09/2002 - 05/04/2006
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
04/24/1995 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
07/22/1991 - 05/11/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 10/16/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1991
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1991
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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