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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 Welch is a financial advisor with Stifel Independent Advisors, LLC, a firm with over 100 licensed agents and 146 registered representatives. Robert Welch is registered with the state of Missouri. Robert Welch has been in the financial services industry since 2012. Robert Welch has experience with various financial products and services and is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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.
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MO
08/03/2021 - Present
Stifel Independent Advisors, LLC (ST. LOUIS MO)
GA
01/08/2019 - 08/05/2021
FSC SECURITIES CORPORATION (ATLANTA GA)
MO
08/05/2016 - 01/15/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
01/02/2013 - 08/05/2016
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
11/08/2012 - 01/03/2013
FIRST CLEARING, LLC (ST. LOUIS MO)
BC
Issued 12/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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