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Robert Thomas Feltus

Stephens

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About Robert Thomas Feltus

Robert Feltus is an investment advisor representative at Stephens. Robert is a registered investment advisor in Arkansas and has been in the industry since December 2006. Robert holds the Series 7, Series 31, Series 63, and Series 66 licenses, and is also registered with the Financial Industry Regulatory Authority (FINRA) in Arkansas. Robert has a diverse range of experience in investment advising and financial planning, with a focus on working with individuals, corporations, and charitable organizations. In addition to his investment advising activities, Robert is also involved in various business ventures, including ownership in several companies focused on real estate and agriculture. Robert is committed to providing high-quality investment advice and financial planning services to his clients.

Firm Information

Robert Feltus is currently registered with Stephens. Stephens is a Corporation headquartered in LITTLE ROCK, AR, United States. Founded in 1987, the firm provides a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies. Stephens has a strong track record of success with over $14.7 billion in regulatory assets under management and a diverse client base. The firm also operates a wrap fee program and has a strong presence across the United States.
Stephens

111 CENTER ST

LITTLE ROCK, AR 72201

$14.78B

Assets Under Management

180

Total Clients

495

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Robert Feltus’s Registration & Firm History

AR

10/30/2013 - Present

Stephens (LITTLE ROCK AR)

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Licenses & Designations

BOTH

Issued 07/09/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/12/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 12/11/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Robert Thomas Feltus.
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