Unclaimed
Robert Hobart is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Robert has been in the industry since June 2023 and is currently registered in DC. Robert has successfully passed the Uniform Combined State Law Examination. Robert's professional experience includes roles at Visions Treatment Centers, Stone Harbor Strategies, Kohl's, and Indiana University. Stifel, Nicolaus & Company, Inc. is a large firm with assets under management between $1 billion and $10 billion. The firm has a wide range of clients including individuals, high-net-worth individuals, corporations, pension funds, and charitable organizations.
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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DC
11/22/2024 - Present
Stifel, Nicolaus & Company, Inc. (WASHINGTON DC)
Active
Inactive
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