Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stevens is a financial advisor with over 27 years of experience in the financial services industry. Robert Stevens has a strong background in securities and investment advisory services, holding Series 7, 9, 10, 63 and 65 licenses. Robert Stevens is currently registered with Cambridge Investment Research Advisors, Inc. and previously worked for STIFEL, NICOLAUS & COMPANY, INCORPORATED, STERNE, AGEE & LEACH, INC., ANDERSON & STRUDWICK, INCORPORATED and WELLS FARGO ADVISORS, LLC. Robert Stevens provides a range of financial services to individuals and businesses, including financial planning, portfolio management, and retirement planning. Robert Stevens's approach to financial planning is tailored to each client's unique needs and goals.
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.
Solicitation fees from 3rd party money managers
1
2
VA
01/27/2016 - Present
Cambridge Investment Research Advisors, Inc. (Norfolk VA)
VA
07/07/2015 - 02/22/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NORFOLK VA)
VA
12/09/2011 - 07/07/2015
STERNE, AGEE & LEACH, INC. (NORFOLK VA)
VA
11/27/2009 - 12/09/2011
ANDERSON & STRUDWICK, INCORPORATED (NORFOLK VA)
VA
07/29/2002 - 12/01/2009
WELLS FARGO ADVISORS, LLC (NORFOLK VA)
VA
01/12/1998 - 07/24/2002
ANDERSON & STRUDWICK, INCORPORATED (RICHMOND VA)
MI
04/04/1994 - 01/08/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 10/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/09/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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