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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Burkarth is a financial advisor at Stifel, Nicolaus & Company, Inc. Robert has been working in the financial services industry since 1992. Robert has a strong background in financial planning and investment management. Robert is also a Chartered Financial Consultant. Robert provides a variety of services to individuals, businesses, and institutions. Robert specializes in portfolio management, financial planning, and retirement planning.
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
NY
05/26/2021 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
NY
09/12/2014 - 07/07/2015
STERNE, AGEE & LEACH, INC. (NEW YORK NY)
CT
01/14/2011 - 09/15/2014
OPPENHEIMER & CO. INC. (STAMFORD CT)
CT
05/15/2009 - 01/19/2011
LINCOLN FINANCIAL SECURITIES CORPORATION (SOUTHPORT CT)
CT
07/02/2008 - 05/21/2009
U.S. WEALTH ADVISORS, LLC. (SOUTHPORT CT)
CT
10/31/2005 - 07/02/2008
AIG FINANCIAL ADVISORS, INC. (STAMFORD CT)
AZ
06/10/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
SC
04/14/2003 - 02/09/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
04/04/2001 - 01/31/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/16/1997 - 05/04/2001
WEALTH PRESERVATION ASSOCIATES LTD. (NEW YORK NY)
IL
12/19/1996 - 06/11/1997
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IN
07/14/1994 - 12/31/1995
MDS SECURITIES INCORPORATED (CARMEL IN)
PA
11/20/1989 - 06/13/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BOTH
Issued 12/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2004
Series 24 - General Securities Principal Examination
BC
Issued 06/02/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/17/1989
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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