Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Brian Gardner is a financial advisor with Stifel, Nicolaus & Company, Inc., and has been in the financial services industry since 2001. Gardner is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). He is a Series 7, Series 63, and Series 65 licensed representative. Gardner has experience working with individual investors, corporations, and businesses. He specializes in providing investment advice and financial planning services. Gardner has been a financial advisor at Stifel, Nicolaus & Company, Inc. since 2009. Previously, Gardner worked at Butler, Wick & Co., 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
OH
02/01/2018 - Present
Stifel, Nicolaus & Company, Inc. (CANFIELD OH)
OH
08/29/2001 - 03/10/2009
BUTLER, WICK & CO., INC. (CANFIELD OH)
IA
Issued 07/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2001
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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