Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Adams is a financial advisor at Stifel, Nicolaus & Company, Inc. Robert has been working in the financial industry since 2001. Robert has a Series 7, Series 63, and Series 66 license and is registered in 17 states and Washington, D.C. Robert is a Certified Financial Planner and has experience providing financial planning and portfolio management services to individuals and businesses. Robert has a diverse background in financial services, including experience at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Robert is committed to providing clients with personalized financial advice and guidance.
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
GA
01/02/2020 - Present
Stifel, Nicolaus & Company, Inc. (AUGUSTA GA)
GA
01/01/2008 - 01/13/2020
WELLS FARGO CLEARING SERVICES, LLC (AUGUSTA GA)
GA
01/09/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (EVANS GA)
BOTH
Issued 09/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2001
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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