Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stout is a financial advisor working with Private Client Services, LLC. Robert has been a registered advisor since 1983. Robert specializes in portfolio management for individuals and businesses as well as providing financial planning services.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
DE
01/14/2022 - Present
Private Client Services, LLC (Wilmington DE)
DE
09/27/2010 - 01/26/2022
AMERITAS INVESTMENT COMPANY, LLC (WILMINGTON DE)
NY
07/02/2003 - 09/27/2010
CADARET, GRANT & CO., INC. (SYRACUSE NY)
MO
06/29/1990 - 06/12/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
08/31/1989 - 07/03/1990
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NY
09/07/1988 - 08/16/1989
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
03/01/1985 - 07/06/1988
CALVERT SECURITIES CORPORATION
NA
02/14/1983 - 10/08/1984
WADDELL & REED, INC.
BC
Issued 03/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/10/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Stout is the right advisor for you? Invested Better is here to help.
