Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert James Debeer is a financial advisor in Dallas, TX, with over 38 years of experience in the financial services industry. Robert Debeer is currently registered with Stifel, Nicolaus & Company, Inc. and has also been previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., and Blinder, Robinson & Co.,INC. Robert Debeer has a wide range of experience in providing financial advice, including portfolio management, financial planning, and pension consulting. Robert Debeer has a strong commitment to providing his clients with the highest level of service and personalized attention.
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
TX
01/29/2021 - Present
Stifel, Nicolaus & Company, Inc. (DALLAS TX)
TX
09/04/2009 - 02/01/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
07/01/1988 - 09/14/2009
UBS FINANCIAL SERVICES INC. (DALLAS TX)
NA
03/20/1984 - 07/11/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
01/25/1984 - 02/09/1984
BLINDER, ROBINSON & CO.,INC.
BOTH
Issued 08/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1990
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1984
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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