Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jackson is a financial advisor with over 30 years of experience in the industry. He joined Stifel, Nicolaus & Company, Inc. in 2015 after previously working at Sterne, Agee & Leach, Inc., Scott & Stringfellow, LLC, Cantor Fitzgerald & Co., Advest, Inc., Societe Generale Securities Corporation, BHF Securities Corporation, and Gruntal & Co. Incorporated. Robert Jackson offers a variety of financial services to individuals and businesses, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management. Robert Jackson holds the Series 7, 63, 57TO and Series 24 licenses. He is registered in New Jersey and New York.
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
06/05/2015 - Present
Stifel, Nicolaus & Company, Inc. (SHREWSBURY NJ)
NY
05/17/2010 - 06/05/2015
STERNE, AGEE & LEACH, INC. (NEW YORK NY)
NY
03/02/2005 - 06/01/2010
SCOTT & STRINGFELLOW, LLC (NEW YORK NY)
NY
02/19/2004 - 02/17/2005
CANTOR FITZGERALD & CO. (NEW YORK NY)
CT
02/07/1996 - 03/05/2004
ADVEST, INC. (HARTFORD CT)
NY
04/18/1995 - 03/25/1996
SOCIETE GENERALE SECURITIES CORPORATION (NEW YORK NY)
NY
02/18/1994 - 12/30/1994
BHF SECURITIES CORPORATION (NEW YORK NY)
NY
05/13/1992 - 01/05/1994
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
BC
Issued 06/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 04/08/2019
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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