Unclaimed
Robert David Kremer is a financial advisor with Stifel, Nicolaus & Company, Inc. Robert has been in the financial industry since May 1992, and is registered with FINRA and a number of states as both a broker and an investment advisor. Robert currently works in the Louisville, KY office of the firm. Robert has an active client base in a number of states including Indiana, Kentucky, and Texas. Robert has over 30 years of experience in the financial industry and specializes in providing financial advice to individuals, businesses, and institutions.
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
KY
04/11/2018 - Present
Stifel, Nicolaus & Company, Inc. (LOUISVILLE KY)
NY
09/08/1992 - 07/24/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
10/07/1991 - 01/21/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/07/1991 - 01/21/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 08/15/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1992
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1991
Series 6 - Investment Company Products/Variable Contracts 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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