Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Peter Campolongo is a financial advisor with Stifel, Nicolaus & Company, Inc. Robert has been in the industry since 1997. Robert has a Series 7, Series 31, and Series 63 license. Robert also holds the Series 65 license and is a Certified Financial Planner. Stifel, Nicolaus & Company, Inc. is a firm based in St. Louis, Missouri and has over 5160 registered representatives. The firm specializes in individual, business, and institutional clients.
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
NY
09/01/2020 - Present
Stifel, Nicolaus & Company, Inc. (WHITE PLAINS NY)
NY
09/28/2000 - 06/26/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT KISCO NY)
NY
03/26/1997 - 09/29/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 04/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 03/24/1997
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
Not sure Robert Campolongo is the right advisor for you? Invested Better is here to help.
