Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Coleman is a financial advisor registered with Stifel, Nicolaus & Company, Inc., located in Fayetteville, AR. Robert has been in the industry for over 17 years, working for various firms including A. G. Edwards & Sons, Inc., Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. He has a Series 7, Series 31, Series 66, and SIE license and is registered in 25 states. Robert's specialties include financial planning, pension consulting and portfolio management for individuals, businesses and pooled investment vehicles.
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
AR
01/22/2025 - Present
Stifel, Nicolaus & Company, Inc. (Fayetteville AR)
AR
10/11/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SILOAM SPRINGS AR)
BOTH
Issued 10/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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