Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Boatner is an active broker and investment advisor representative with Stiefel, Nicolaus & Company, Inc., registered in Florida, Mississippi and Texas. Robert has been in the securities industry since June 12, 1996. Robert has been registered with Stiefel, Nicolaus & Company, Inc. since August 14, 2009. Before that, Robert was affiliated with UBS Financial Services Inc. from August 2000 to August 2009. Prior to UBS, Robert was affiliated with J.C. Bradford & Co. from June 13, 1996 to August 14, 2000. Robert's office is located at 905 22nd Avenue, Suite 100 in Meridian, Mississippi. Robert has earned Series 63, 66, 7, and SIE licenses.
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
MS
08/14/2009 - Present
Stifel, Nicolaus & Company, Inc. (MERIDIAN MS)
MS
08/14/2000 - 08/14/2009
UBS FINANCIAL SERVICES INC. (MERIDIAN MS)
NY
06/13/1996 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 01/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1996
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
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