Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mark Steinman is a financial advisor who has been in the industry since 1993. Robert Mark is currently registered with Stifel, Nicolaus & Company, Inc. and has been with them since March 2020. Prior to Stifel, Nicolaus & Company, Inc., Robert Mark was employed by Raymond James & Associates, Inc.. Robert Mark has a wide range of experience in the financial services industry, including working with individuals, businesses, and institutions. Robert Mark offers financial planning, portfolio management, and other advisory services.
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
03/12/2020 - Present
Stifel, Nicolaus & Company, Inc. (CONSHOHOCKEN PA)
PA
04/20/2000 - 03/13/2020
RAYMOND JAMES & ASSOCIATES, INC. (WEST CONSHOHOCKEN PA)
MO
10/01/1999 - 04/13/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
03/11/1996 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
PA
01/07/1994 - 03/18/1996
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
MN
07/29/1993 - 11/23/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/29/1993 - 11/23/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
10/08/1992 - 03/16/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 11/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/07/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1992
Series 6 - Investment Company Products/Variable Contracts 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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