Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Howard Lewit is a financial advisor at Stifel, Nicolaus & Company, Inc. Robert has been working in the financial services industry since August 1987. Robert has a broad range of experience, having worked at several firms before joining Stifel. Robert is registered in 30 states and holds licenses for both broker-dealer and investment advisor activities. Robert is a Certified Financial Planner.
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
NJ
09/29/2016 - Present
Stifel, Nicolaus & Company, Inc. (MORRISTOWN NJ)
NJ
02/04/1991 - 08/21/2007
RYAN BECK & CO. (FLORHAM PARK NJ)
NY
05/24/1988 - 02/01/1991
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NA
08/18/1987 - 05/28/1988
SHERWOOD CAPITAL, INC.
IA
Issued 03/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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