Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert George Haile is a financial advisor currently associated with Stifel, Nicolaus & Company, Inc.. Robert has been in the industry since 2008 and has a broad range of experience. Robert has held prior positions at BB&T Securities, LLC, Scott & Stringfellow, LLC, Taylor Financial Services, LLC, IFL Capital LLC, and J.P. Morgan Securities Inc. The advisor holds Series 7, 79TO, 24 and SIE licenses. Robert is licensed in all 50 states and is currently registered with FINRA as well as the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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
MA
01/03/2020 - Present
Stifel, Nicolaus & Company, Inc. (BOSTON MA)
MA
01/02/2013 - 01/03/2020
BB&T SECURITIES, LLC (BOSTON MA)
MA
08/25/2011 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (BOSTON MA)
DC
03/09/2010 - 11/08/2010
TAYLOR FINANCIAL SERVICES, LLC (WASHINGTON DC)
NY
08/29/2005 - 09/05/2006
IFL CAPITAL LLC (NEW YORK NY)
NY
12/20/2003 - 06/07/2005
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 05/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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