Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Carl Miller is a registered investment advisor representative with Stifel, Nicolaus & Company, Inc. based in Portland, Oregon. Robert has been in the securities industry since August 1987 and has held previous positions with Wachovia Securities, LLC and A. G. Edwards & Sons, Inc. Robert holds the Series 7, Series 63, and Series 65 licenses and the SIE certification. Robert specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Robert is also a trustee of a family trust.
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
OR
09/03/2009 - Present
Stifel, Nicolaus & Company, Inc. (PORTLAND OR)
OR
01/01/2008 - 03/26/2009
WACHOVIA SECURITIES, LLC (PORTLAND OR)
OR
08/20/1987 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PORTLAND OR)
IA
Issued 09/02/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
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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