Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wallace Stauder is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with TIAA-CREF Individual & Institutional Services, LLC and previously held positions at PARK AVENUE SECURITIES LLC, ING FINANCIAL PARTNERS, INC., and WACHOVIA SECURITIES, LLC. Robert's areas of expertise include financial planning, portfolio management for individuals and selection of other advisors. Robert has a broad range of experience serving clients from individuals to high net worth individuals 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NJ
10/23/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Mt. Laurel NJ)
NJ
01/06/2010 - 08/14/2015
PARK AVENUE SECURITIES LLC (PRINCETON NJ)
NJ
01/30/2007 - 11/13/2009
ING FINANCIAL PARTNERS, INC. (CHERRY HILL NJ)
PA
04/17/2006 - 01/04/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (JENKINTOWN PA)
NJ
03/03/2004 - 01/05/2006
COMMERCE CAPITAL MARKETS, INC. (NORTHFIELD NJ)
MO
01/09/2004 - 02/25/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
06/23/2000 - 07/18/2003
AXA ADVISORS, LLC (NEW YORK NY)
NJ
01/12/1998 - 04/25/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
RI
07/13/1994 - 01/21/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NY
10/20/1988 - 05/02/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
10/20/1988 - 05/02/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
10/08/1987 - 11/02/1988
FIDELITY BROKERAGE SERVICES, INC.
NA
05/15/1987 - 07/30/1987
FINANCIAL NORTHEASTERN SECURITIES, INC.
BC
Issued 02/13/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2004
Series 24 - General Securities Principal Examination
BC
Issued 11/18/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/13/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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