Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kirby Sasser is an investment advisor representative at Stifel, Nicolaus & Company, Inc., located in Montgomery, Alabama. Robert has been in the industry since 2019 and has experience in various financial services roles. Robert has obtained the Series 7, Series 66, and SIE licenses. Robert is also registered in Alabama, California, Florida, Georgia, Indiana, Nebraska, Ohio, South Carolina, Tennessee, Texas, Virginia, and Wyoming.
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
AL
05/16/2023 - Present
Stifel, Nicolaus & Company, Inc. (MONTGOMERY AL)
AL
12/23/2019 - 10/21/2020
FIRST COMMAND BROKERAGE SERVICES, INC. (MONTGOMERY AL)
BOTH
Issued 01/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/03/2019
SIE - Securities Industry Essentials 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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