Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lauer is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Robert has been in the financial services industry since 1986. Robert has a long history of working with individuals, businesses, and institutions. Robert holds both Series 7 and Series 66 registrations and has passed numerous other exams related to the securities industry. Robert currently holds a series of registrations in a number of states allowing Robert to advise clients on a wide range of financial products and services. In addition to Robert's work with Stifel, Nicolaus & Company, Inc., Robert is also involved in a number of community organizations.
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
IN
01/13/2020 - Present
Stifel, Nicolaus & Company, Inc. (CROWN POINT IN)
IN
01/01/2008 - 10/23/2012
WELLS FARGO ADVISORS, LLC (MERRILLVILLE IN)
IN
02/19/1986 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MERRILLVILLE IN)
BOTH
Issued 09/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/28/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
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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