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 Kuech is a financial advisor with over 40 years of experience in the industry. Robert is currently registered with Stifel, Nicolaus & Company, Inc. Robert has been associated with Stifel, Nicolaus & Company, Inc. since 2008. Robert also has previous registrations with Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., Paine Webber Incorporated and Paine, Webber, Jackson & Curtis Incorporated. Robert holds a Series 63, 65, 7, 8, 9, 10 and SIE licenses and is registered in 22 states. Robert has a broad range of experience and expertise in financial planning, portfolio management, and investment advisory services.
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
CA
07/20/2021 - Present
Stifel, Nicolaus & Company, Inc. (CARLSBAD CA)
CA
01/01/2008 - 11/12/2008
WACHOVIA SECURITIES, LLC (FALLBROOK CA)
CA
06/29/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FALLBROOK CA)
NJ
12/10/1979 - 07/06/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
12/03/1979 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
IA
Issued 02/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/28/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1981
Series 5 - Interest Rate Options Examination
BC
Issued 11/17/1979
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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