Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Roskosh is a financial advisor with Stifel, Nicolaus & Company, Inc. located in Greensburg, PA. Robert has been in the industry since 2001, and has held past positions with UBS Financial Services Inc.. Robert is licensed to provide financial advice and services in 23 states including Pennsylvania, Texas and Arizona. Robert holds a variety of licenses, including Series 7, Series 9, Series 10 and Series 66. Robert is dedicated to providing a high level of personalized financial advice to individuals and families.
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
PA
01/22/2024 - Present
Stifel, Nicolaus & Company, Inc. (GREENSBURG PA)
PA
08/07/2001 - 09/25/2009
UBS FINANCIAL SERVICES INC. (GREENSBURG PA)
BOTH
Issued 08/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/19/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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