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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 John Stoudt is an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. Robert John Stoudt has been in the industry since February 28, 2004, and is currently registered with the state of Pennsylvania. Prior to joining Raymond James, Robert John Stoudt has worked for Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Robert John Stoudt is also registered with the following states: California, Colorado, Delaware, Florida, Georgia, Indiana, Maine, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia and Washington. Robert John Stoudt has passed the following exams: Uniform Combined State Law Examination, General Securities Sales Supervisor - General Module Examination, General Securities Sales Supervisor - Options Module Examination, Securities Industry Essentials Examination and General Securities Representative Examination. Robert John Stoudt holds the Certified Financial Planner designation. Robert John Stoudt is a specialist in providing financial advice to clients in the areas of Retirement Planning, College Savings Planning, Estate Planning, Insurance and Annuities.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
08/24/2009 - Present
Raymond James Financial Services Advisors, Inc. (WEST LAWN PA)
PA
06/01/2009 - 08/31/2009
MORGAN STANLEY SMITH BARNEY (WYOMISSING PA)
PA
06/25/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WYOMISSING PA)
MN
01/28/2004 - 05/24/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/28/2004 - 05/24/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/20/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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