Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stillman is an active advisor registered with the state of Texas. Robert began their career in the financial industry in April 2000 and has worked with Edward Jones, Ameriprise Financial Services, Inc., and currently works with LPL Financial LLC. Robert has held the Series 63, Series 66 and Series 7 licenses. Robert also holds the SIE license. Robert is a registered representative with the firm LPL Financial LLC.
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.
Consulting and other non-discretionary advisory services
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
TX
07/24/2014 - Present
LPL Financial LLC (CLEAR LAKE SHORES TX)
TX
07/17/2009 - 07/29/2014
AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
04/20/2000 - 07/20/2009
EDWARD JONES (COLLEGE STATION TX)
BOTH
Issued 07/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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