Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert David Sturm is a financial professional with over 25 years of experience in the financial services industry. Robert has held previous positions at Scott & Stringfellow, LLC, BB&T Securities, LLC, and Wachovia Securities, LLC. Robert is currently registered with Truist Advisory Services, Inc. and Truist Investment Services, Inc. in Virginia and Texas. Robert provides financial planning and portfolio management services to individuals, businesses and organizations. Robert is a dedicated financial professional who is committed to providing his clients with personalized service and advice.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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VA
02/17/2021 - Present
Truist Advisory Services, Inc. (MANASSAS VA)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
12/19/2003 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (MANASSAS VA)
MO
07/01/2003 - 12/19/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
08/17/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
VA
05/05/1999 - 08/29/2001
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
03/06/1997 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
IA
Issued 04/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/22/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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