Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Harbison is a financial advisor with Stifel, Nicolaus & Company, Inc. located in WEST CHESTER, PA. Robert has been in the industry since 1987. Robert has a wide range of experience, having worked for several prominent firms including RBC Capital Markets, LLC and Morgan Stanley DW Inc. Robert holds several licenses and certifications including Series 7, Series 8, Series 31, Series 63, Series 65 and the SIE. Robert is registered with the state of PA for broker-dealer and investment advisory services and the state of TX for broker-dealer and investment advisory services.
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
PA
04/08/2024 - Present
Stifel, Nicolaus & Company, Inc. (WEST CHESTER PA)
PA
02/04/2005 - 04/25/2024
RBC CAPITAL MARKETS, LLC (CONSHOHOCKEN PA)
NY
01/25/2000 - 02/07/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
07/31/1992 - 01/25/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
PA
01/21/1987 - 08/03/1992
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
IA
Issued 06/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/17/1987
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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