Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lynn Norman is a financial advisor with over 30 years of experience in the industry. Norman is currently registered with Cutter & Company, Inc. and holds registrations in several states including Florida, Illinois, Michigan, Missouri, New York, Ohio, Texas, and Wisconsin. Norman has previously held registrations with Wunderlich Securities, Inc., J. Michael-Patrick, L.L.C., Pauli Johnson Capital & Research Incorporated, and Stifel, Nicolaus & Company, Incorporated. Norman is a Series 7, 24, 63, and 65 licensed individual. Norman specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors to clients.
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.
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
MO
01/01/2025 - Present
Cutter & Company, Inc. (BALLWIN MO)
MO
11/28/2001 - 03/09/2016
WUNDERLICH SECURITIES, INC. (ST. LOUIS MO)
MO
05/28/1998 - 12/03/2001
J. MICHAEL-PATRICK, L.L.C. (CLAYTON MO)
MO
05/22/1995 - 05/29/1998
PAULI JOHNSON CAPITAL & RESEARCH INCORPORATED (ST. LOUIS MO)
MO
01/13/1994 - 05/23/1995
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
NY
02/12/1993 - 12/09/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/13/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Norman is the right advisor for you? Invested Better is here to help.
