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 Boggs is a financial advisor with over 40 years of experience in the industry. Robert is currently registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since October 2024. Prior to joining Stifel, Robert was a financial advisor with WELLS FARGO ADVISORS, LLC, and A. G. EDWARDS & SONS, INC. Robert is a Series 7, Series 63, and Series 66 licensed professional and has also passed the Securities Industry Essentials Examination. Robert is committed to providing his clients with personalized financial advice and investment 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
MO
10/23/2024 - Present
Stifel, Nicolaus & Company, Inc. (FRONTENAC MO)
MO
01/01/2008 - 02/18/2014
WELLS FARGO ADVISORS, LLC (FRONTENAC MO)
MO
11/16/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
10/19/1983 - 11/24/1989
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 03/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robert Boggs is the right advisor for you? Invested Better is here to help.
