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 Sniezek, Jr. is a financial advisor at Stifel, Nicolaus & Company, Inc. Robert has been in the industry since 1988 and has a wide range of experience. Robert specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Robert is licensed in multiple states and holds the Series 6, 7, 63, and 65 licenses, as well as the SIE. Robert is dedicated to providing clients with the best possible financial advice and guidance.
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
KS
10/26/2010 - Present
Stifel, Nicolaus & Company, Inc. (OVERLAND PARK KS)
MO
10/20/2006 - 07/31/2008
UBS FINANCIAL SERVICES INC. (KANSAS CITY MO)
MO
02/09/2001 - 10/23/2006
MORGAN STANLEY DW INC. (KANSAS CITY MO)
NY
06/16/1993 - 01/25/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/29/1991 - 07/01/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
MO
09/27/1991 - 12/09/1991
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
NA
02/14/1989 - 10/10/1989
COMMERCE BROKERAGE SERVICES, INC.
MO
02/26/1986 - 10/10/1989
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
BC
Issued 11/17/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/16/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1991
Series 7 - General Securities Representative Examination
BC
Issued 01/02/1986
Series 6 - Investment Company Products/Variable Contracts 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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