Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert William Beckmann is a financial advisor with over 35 years of experience in the industry. Robert is currently registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since December 2007. Previously, Robert was registered with UBS Financial Services Inc. and CIBC Oppenheimer Corp. Robert has a wide range of experience in the industry, including securities, commodities, and investments. Robert specializes in a variety of financial products and services, and has designations including Chartered Financial Analyst. Robert is committed to providing clients with personalized financial advice and guidance.
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
MO
01/02/2004 - Present
Stifel, Nicolaus & Company, Inc. (ST LOUIS MO)
NJ
11/18/1998 - 01/14/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
01/04/1993 - 11/25/1998
CIBC OPPENHEIMER CORP. (NEW YORK NY)
NJ
06/23/1987 - 01/06/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 06/16/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/29/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2005
Series 3 - National Commodity Futures Examination
BC
Issued 06/20/1987
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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