Unclaimed
Robert John Sawyer is a financial advisor with over 35 years of experience in the financial services industry. Robert is a Managing Director at Stifel Independent Advisors, LLC. Robert has experience working with a wide range of clients, including individuals, families, businesses, and institutions. He is committed to providing personalized financial advice and investment solutions to meet the unique needs of each client. Robert is also a member of the board of trustees for Memorial Hospital Gulfport and is the chairman of the board.
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
MS
06/12/2023 - Present
Stifel Independent Advisors, LLC (GULFPORT MS)
FL
05/16/2002 - 03/06/2006
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SARASOTA FL)
NY
05/12/2000 - 05/22/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
12/21/1993 - 06/09/2000
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
NJ
07/22/1991 - 01/06/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/05/1988 - 07/30/1991
J.C. BRADFORD & CO. (NEW YORK NY)
NA
08/20/1987 - 10/14/1988
HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC.
IA
Issued 07/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1988
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
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