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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Naeny is a financial advisor with over 28 years of experience in the industry. Robert is currently registered with Stifel, Nicolaus & Company, Inc. in Maryland and Texas. Robert has experience working with a variety of clients including individuals, high-net-worth individuals, trusts, estates, pension and profit sharing plans, charitable organizations, corporations, insurance companies, and government entities. Robert has passed multiple industry exams including the Series 6, 7, 31, 63, 65, and the SIE exam. Robert holds the following specializations: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Educational Seminars, and Selection of Other Advisors.
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
MD
11/08/2018 - Present
Stifel, Nicolaus & Company, Inc. (HUNT VALLEY MD)
MD
10/18/2004 - 06/05/2007
RYAN BECK & CO. (BALTIMORE MD)
MD
04/17/1996 - 10/27/2004
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
NA
12/28/1981 - 05/14/1982
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
02/25/1981 - 05/14/1982
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
02/25/1981 - 05/14/1982
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
IA
Issued 06/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1981
Series 6 - Investment Company Products/Variable Contracts 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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