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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 Stanton is a financial advisor with Raymond James Financial Services Advisors, Inc., a firm with over 100,000 clients. Robert has been in the financial services industry since 1983 and has held various roles at different firms. Robert offers a range of services including financial planning, portfolio management, and pension consulting. Robert is registered with the Securities and Exchange Commission (SEC) and holds licenses for both broker-dealer and investment advisor activities in multiple states. Robert also works with Stanton & Castleton Inc. in Lake Forest, CA.
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
CA
03/23/2011 - Present
Raymond James Financial Services Advisors, Inc. (LAKE FOREST CA)
MO
03/05/2001 - 06/02/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
FL
01/04/1999 - 03/05/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
02/21/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
09/14/1993 - 03/03/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
09/04/1990 - 09/16/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
05/09/1989 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
05/11/1988 - 06/06/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
08/03/1984 - 05/12/1988
PAINEWEBBER INCORPORATED
NA
08/24/1983 - 07/16/1984
FIRST DOMINION FINANCIAL SERVICES, INC.
IA
Issued 02/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/1997
Series 24 - General Securities Principal Examination
BC
Issued 04/11/1997
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1986
Series 3 - National Commodity Futures Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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