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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Douglas Twillmann is a financial advisor at Stifel, Nicolaus & Company, Inc. Robert has over 30 years of experience in the financial services industry. Robert's primary focus is on providing financial advice and portfolio management services to a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Robert is registered to provide securities and investment advisory services in numerous states across the country.
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
SC
08/21/2007 - Present
Stifel, Nicolaus & Company, Inc. (BLUFFTON SC)
NJ
10/04/2005 - 08/21/2007
RYAN BECK & CO. (FLORHAM PARK NJ)
VA
01/16/2002 - 10/18/2005
MILESTONE ADVISORS LLC (MCLEAN VA)
NY
06/16/1999 - 01/14/2000
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
11/03/1997 - 06/01/1999
CIBC WORLD MARKETS (NEW YORK NY)
NY
05/07/1997 - 11/03/1997
CIBC WOOD GUNDY SECURITIES CORP. (NEW YORK NY)
NJ
08/30/1994 - 05/09/1997
BAIRD, PATRICK & CO., INC. (FAIRFIELD NJ)
NY
06/17/1993 - 06/30/1994
NATWEST SECURITIES CORPORATION (NEW YORK NY)
MA
04/25/1989 - 05/17/1993
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NA
11/19/1986 - 03/28/1989
BEAR, STEARNS & CO. INC.
BC
Issued 08/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
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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