Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Muller is a financial advisor with Stifel, Nicolaus & Company, Inc. in Richmond, VA. Robert has been in the financial services industry since 1990. He specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. Robert has extensive experience working with high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans. He is also a licensed basketball official.
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.
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2
VA
07/07/2015 - Present
Stifel, Nicolaus & Company, Inc. (Richmond VA)
VA
12/09/2011 - 07/07/2015
STERNE, AGEE & LEACH, INC. (RICHMOND VA)
VA
05/14/2003 - 12/09/2011
ANDERSON & STRUDWICK, INCORPORATED (RICHMOND VA)
NY
03/09/2002 - 05/16/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
03/28/2001 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
VA
11/21/1998 - 03/28/2001
BRANCH, CABELL & CO., INC. (RICHMOND VA)
NC
01/19/1995 - 09/30/1998
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NC
06/22/1990 - 01/26/1995
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 08/15/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1990
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 08/23/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/10/2013
Series 4 - Registered Options Principal Examination
BC
Issued 09/28/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/20/1990
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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