Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Angelo Pinto is a financial advisor with over 35 years of experience in the industry. Robert is currently registered with Stifel, Nicolaus & Company, Inc. in Colorado and Texas. Prior to joining Stifel, Nicolaus & Company, Inc., Robert was registered with WELLS FARGO ADVISORS, LLC in California. Before that, Robert was registered with A. G. EDWARDS & SONS, INC. in California and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in New York. Robert offers financial planning, pension consulting, portfolio management for individuals, businesses and pooled investment vehicles, and educational seminars.
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
CO
01/15/2015 - Present
Stifel, Nicolaus & Company, Inc. (GREENWOOD VILLAGE CO)
CA
01/01/2008 - 01/16/2015
WELLS FARGO ADVISORS, LLC (IRVINE CA)
CA
07/07/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (IRVINE CA)
NY
12/17/1985 - 07/18/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 01/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
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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