Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stiles is a financial advisor at Janney Montgomery Scott LLC, a firm headquartered in Philadelphia, Pennsylvania. Robert is registered with the Securities and Exchange Commission (SEC) as a Broker-Dealer and Investment Adviser Representative. Robert is a veteran of the financial industry, having over 40 years of experience. He has a diverse background, having worked for firms such as RBC Capital Markets, LLC, Wachovia Securities, LLC, and Wachovia Securities, Inc. Robert has a strong track record of helping clients achieve their financial goals. He offers a variety of financial services, including financial planning, portfolio management, and investment advisory services. Robert has a passion for helping clients plan for their future. He 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.
Fee plus commission
1
2
NC
11/25/2024 - Present
Janney Montgomery Scott LLC (CHARLOTTE NC)
NC
03/10/2005 - 03/07/2014
RBC CAPITAL MARKETS, LLC (CHARLOTTE NC)
MO
06/15/2002 - 03/14/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
09/19/1994 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
MD
08/24/1988 - 09/28/1994
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
12/08/1986 - 08/29/1988
THE PINNACLE GROUP, INC.
NA
12/03/1979 - 12/16/1986
DEAN WITTER REYNOLDS INC.
IA
Issued 01/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 11/17/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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