Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Budakian is a financial professional with over 28 years of experience in the industry. Robert has a diverse background having worked for firms like Barclays Capital Inc., HCFP Brenner Securities, LLC, Corinthian Partners, L.L.C., and Lehman Brothers Inc. Currently, Robert is registered as a Registered Representative with Stifel, Nicolaus & Company, Inc., serving clients in Delaware, Pennsylvania, and Texas. Robert has passed a comprehensive set of industry exams, including the Series 3, 4, 7, 9, 10, 24, 50, 53, 54, 55, 57, 63, and 65.
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
DE
12/04/2015 - Present
Stifel, Nicolaus & Company, Inc. (GREENVILLE DE)
NY
04/13/2009 - 12/04/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
10/21/2005 - 04/21/2009
HCFP BRENNER SECURITIES, LLC (NEW YORK NY)
NY
06/27/1996 - 09/30/2005
CORINTHIAN PARTNERS, L.L.C. (NEW YORK NY)
NY
09/08/1994 - 07/19/1996
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 11/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 12/26/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/08/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/24/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/15/2004
Series 4 - Registered Options Principal Examination
BC
Issued 04/06/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2018
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 11/25/2009
Series 3 - National Commodity Futures Examination
BC
Issued 11/12/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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