Robert M Burkarth

Senior Vice President And Investments - Stifel

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Location:

374 Westford Dr, Southport, CT 06890

Industry:

Investment Management

Work:

Stifel Financial Corp.
Senior Vice President and Investments - Stifel
Sterne Agee & Leach Sep 12, 2014 - Jul 31, 2015
Managing Director - Private Client Group
Oppenheimer & Co. Inc. Jan 14, 2011 - Sep 12, 2014
Senior Director - Investments
Lincoln Financial May 2009 - Jan 2011
Registered Representative
U.s. Wealth Management 2008 - May 2009
Registered Representative

Education:

University of Pennsylvania 1977 - 1982
Bachelor of Applied Science, Bachelors, Bachelor of Science, Economics, Applied Science, Accounting, Finance The Hammonassett School

Skills:

Alternative Investments
Estate Planning
Financial Advisory
Series 63
Financial Planners
Public Speaking
Fixed Annuities
Bonds
Fixed Income
Retirement Income Strategies
Insurance
Wealth Transfer
Retirement Planning
Financial Planning
Portfolio Management
Annuities
Iras
Investments
401K
Investment Advisory
Asset Allocation
Financial Services
Wealth Management
Equities
Mutual Funds
Life Insurance
Ira's
Business Planning
Strategic Financial Planning
Finra
Investment Strategies
Real Estate
Risk Management
Asset Management
Stocks
Long Term Care
Disability Insurance
Financial Analysis
Wealth
Succession Planning
Series 24
Personal Finance
Insurance Planning
Etfs
Retirement
Options
Series 7
Securities
Financial Markets
Investment Management

Interests:

Boating
Cooking
Investing
Outdoors
Electronics
Home Improvement
Reading
Sports
Home Decoration

Certifications:

Certified Public Accountant
Chartered Life Underwriter® (Clu®)
Chartered Financial Consultant® (Chfc®)
License N/A
State of Connecticut, License N/A
The American College, License N/A

Robert Burkarth

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