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 Voorhees is a financial advisor with Stifel, Nicolaus & Company, Inc., a leading financial services firm with over 2,500 financial consultants serving clients nationwide. Robert has been in the financial services industry since 2002, bringing a wealth of experience to his role. Prior to joining Stifel, Nicolaus & Company, Inc., he was a financial advisor at RBC Capital Markets, LLC, and Wells Fargo Advisors, LLC. Robert specializes in providing comprehensive financial planning, investment management, and retirement planning services to individuals, families, and businesses. Robert holds the Series 7, 31, and 63 securities licenses, as well as the Series 65 investment advisor license. He is also a Certified Financial Planner (CFP®).
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
06/09/2016 - Present
Stifel, Nicolaus & Company, Inc. (NEWPORT BEACH CA)
CA
08/03/2012 - 06/22/2016
RBC CAPITAL MARKETS, LLC (NEWPORT BEACH CA)
CA
01/01/2008 - 08/06/2012
WELLS FARGO ADVISORS, LLC (IRVINE CA)
CA
07/09/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (IRVINE CA)
MO
04/17/2002 - 06/24/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 09/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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