Unclaimed
Robert Langdale is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc. Robert has been in the financial services industry since August 2007. Robert has experience at several firms including Morgan Stanley and Citigroup Global Markets Inc.. Robert is registered with the state of Georgia as an Investment Advisor Representative.
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
GA
08/04/2020 - Present
Stifel, Nicolaus & Company, Inc. (VALDOSTA GA)
GA
06/01/2009 - 08/06/2020
MORGAN STANLEY (VALDOSTA GA)
GA
10/29/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (VALDOSTA GA)
BOTH
Issued 07/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2007
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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