Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Steven Barcellona is an Investment Advisor Representative with Stifel, Nicolaus & Company, Inc.. Robert Barcellona has been in the securities industry since August 16, 2010. Robert Steven Barcellona is also registered as an Investment Advisor Representative in 42 states and the District of Columbia. Robert Steven Barcellona was previously registered with Barclays Capital Inc. and Morgan Stanley. Robert Steven Barcellona has the Series 3, 7, and 66 licenses.
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
DC
12/04/2015 - Present
Stifel, Nicolaus & Company, Inc. (WASHINGTON DC)
DC
02/19/2013 - 12/04/2015
BARCLAYS CAPITAL INC. (WASHINGTON DC)
DC
08/17/2010 - 03/01/2013
MORGAN STANLEY (WASHINGTON DC)
BOTH
Issued 10/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2014
Series 3 - National Commodity Futures Examination
BC
Issued 08/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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