Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Doerr is an investment advisor representative with Stifel, Nicolaus & Company, Inc., with over 24 years of experience in the securities industry. Robert is registered to provide investment advisory services in 22 states and holds Series 66, Series 7, and SIE licenses. Robert works with individual investors, families, and high-net-worth clients, as well as corporate clients. Robert is based in Columbus, Georgia. The firm has been in operation since 1914 and has offices across the United States.
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
GA
01/14/2020 - Present
Stifel, Nicolaus & Company, Inc. (COLUMBUS GA)
GA
09/22/1998 - 04/28/2006
SYNOVUS SECURITIES, INC. (PEACHTREE CITY GA)
BOTH
Issued 11/06/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1998
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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