Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kilpatrick is a financial advisor who has been working in the industry since 1997. Robert is currently registered with Stifel, Nicolaus & Company, Inc., as a registered representative and investment advisor representative. Robert has a wide range of experience, having worked for UBS Financial Services Inc. previously. Robert is licensed to provide financial advice in multiple states, including Georgia, Texas, Alabama, Colorado, Florida, Missouri, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, and more. Robert is dedicated to providing personalized financial advice to individuals, families, and businesses.
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
GA
08/14/2009 - Present
Stifel, Nicolaus & Company, Inc. (AUGUSTA GA)
GA
06/21/2005 - 08/14/2009
UBS FINANCIAL SERVICES INC. (AUGUSTA GA)
MO
11/23/1998 - 06/23/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
05/28/1996 - 03/18/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/26/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1996
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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