Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stuermer is a financial advisor who has been in the industry since 2022. Robert has a Series 66, Series 7TO and SIE licenses. Robert is currently registered with Peregrine Asset Advisers, Inc. in Oregon. Prior to joining Peregrine Asset Advisers, Inc., Robert worked at WELLS FARGO CLEARING SERVICES, LLC. Robert specializes in investments for individuals and families, and specializes in managing money for charitable organizations, corporations or other businesses, and high-net-worth individuals. Robert also provides financial planning 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Annual account fee
1
2
OR
01/23/2025 - Present
Peregrine Asset Advisers, Inc. (PORTLAND OR)
UT
04/27/2022 - 09/28/2022
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
BOTH
Issued 06/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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