Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Chapman Stevenson is a financial advisor with Janney Montgomery Scott LLC, a firm with over $85 billion in assets under management. Robert has been in the securities industry since 1997, and has held previous roles at Macquarie Capital (USA) Inc. and Morgan Stanley & Co., Incorporated. Robert holds the Series 7, Series 63, Series 86, and Series 87 licenses.
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.
Fee plus commission
1
2
NY
02/02/2015 - Present
Janney Montgomery Scott LLC (NEW YORK NY)
NY
12/01/2009 - 12/10/2013
MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)
NY
07/08/2008 - 12/01/2009
FOX-PITT KELTON COCHRAN CARONIA WALLER (USA) LLC (NEW YORK NY)
NY
07/16/1997 - 11/06/2007
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
07/16/1997 - 07/23/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 08/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/12/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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