Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bacskai is a financial advisor at Stifel, Nicolaus & Company, Inc. Robert has been in the financial industry for over 30 years. Robert specializes in providing financial planning, portfolio management, and pension consulting services. Robert is registered to provide investment advisory services in California and Wisconsin and is a registered representative of Stiefel in Arizona, California, Florida, Illinois, Michigan, Minnesota, Oklahoma, Texas, Washington, and Wisconsin.
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
WI
06/23/2009 - Present
Stifel, Nicolaus & Company, Inc. (MEQUON WI)
WI
06/01/2009 - 07/01/2009
MORGAN STANLEY SMITH BARNEY (MILWAUKEE WI)
WI
08/04/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MILWAUKEE WI)
IL
06/28/1993 - 07/16/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
08/31/1990 - 06/24/1993
ELAN INVESTMENT SERVICES, INC. (MORRIS PLAINS NJ)
NA
10/19/1988 - 07/01/1989
BLINDER, ROBINSON & CO., INC.
IA
Issued 10/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
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
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