Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Carlton Boronow is a financial advisor with Stifel, Nicolaus & Company, Inc., a firm with over $149 billion in assets under management. Robert has been in the industry since 1983, and is registered with the state of Texas as both a securities agent and an investment advisor representative. Robert is a member of the Texas Neurofibromatosis Foundation and offers a range of financial services, including financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisers.
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
TX
11/14/2003 - Present
Stifel, Nicolaus & Company, Inc. (DALLAS TX)
WI
08/26/1985 - 09/17/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
09/21/1983 - 09/09/1985
UNDERWOOD, NEUHAUS & CO., INCORPORATED
IA
Issued 11/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
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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