Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ramirez is a registered investment advisor with Stifel, Nicolaus & Company, Inc. Robert has been in the financial industry for over 25 years. Robert has a wide range of experience and expertise in the financial industry, including investment management, financial planning, and pension consulting. Robert has been registered with Stifel, Nicolaus & Company, Inc. since 2011. Previously, Robert was employed at STONE & YOUNGBERG LLC and PACIFIC GENESIS GROUP, INC.
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
CA
11/01/2011 - Present
Stifel, Nicolaus & Company, Inc. (FRESNO CA)
CA
10/26/1999 - 11/02/2011
STONE & YOUNGBERG LLC (SAN FRANCISCO CA)
CA
09/16/1997 - 10/27/1999
PACIFIC GENESIS GROUP, INC. (ALAMEDA CA)
IA
Issued 03/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1997
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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