Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Eric Miller is a financial advisor with Stifel, Nicolaus & Company, Inc. Robert has over 27 years of experience in the financial services industry. Robert's specialties include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals and portfolio management for pooled investment vehicles. Robert has been registered with FINRA since 1996 and has passed the Series 7, Series 3, Series 55, Series 63, Series 66, Series 57TO and SIE exams. Robert is also a Chartered Financial Analyst (CFA).
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
NY
12/04/2015 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
NY
05/31/2011 - 12/04/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
08/30/1996 - 06/01/2011
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 07/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/09/1996
Series 3 - National Commodity Futures Examination
BC
Issued 08/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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