Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Anthony Casillas is a financial professional with over 30 years of experience in the securities industry. Robert Casillas is currently a registered representative with Stifel, Nicolaus & Company, Inc., a firm with a strong reputation in the financial services industry. Robert Casillas has held previous positions with Stone & Youngberg LLC, Peacock, Hislop, Staley & Given, Inc., and Young, Smith & Peacock, Inc. This extensive background provides Robert Casillas with a deep understanding of the financial markets and a commitment to serving clients.
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
AZ
09/30/2011 - Present
Stifel, Nicolaus & Company, Inc. (PHOENIX AZ)
AZ
07/29/2002 - 09/30/2011
STONE & YOUNGBERG LLC (PHOENIX AZ)
AZ
05/18/1989 - 08/28/2002
PEACOCK, HISLOP, STALEY & GIVEN, INC. (PHOENIX AZ)
NA
01/21/1986 - 06/08/1989
YOUNG, SMITH & PEACOCK, INC.
BC
Issued 02/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 01/18/1986
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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