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Robert Stokes Location
Memphis, TN, US
Robert Stokes Work
Vice President - Investments @ (May 2009 - Present)
Vice President - Investments @ (June 2004 - April 2009)
Financial Advisor @ Prudential Securities, Inc. (June 1999 - June 2004)
Sales Manager @ (October 1995 - June 1999)
Production Manager @ (September 1989 - October 1995)
2nd Platoon Leader @ C co. 1/75th Rangers (January 1986 - January 1988)
Robert Stokes Education
United States Military Academy at West Point
Bachelor's degree (Engineering)
1980-1984
White Station High School 1977-1980
Michelin Sales Training
Robert Stokes Skills
401k Participant Investment Advice
401k Rollovers
Bonds
Exchange Traded Funds
Fee Only Investment Advice
Financial Advisory
Fixed Annuities
Investments
Licensed Life & Health Insurance Agent
Mutual Funds
Registered Investment Advisor
Retirement
Retirement Planning
Series 63
Series 65
Series 7
Stocks
Strategic Financial Planning
Trusts
Variable Annuities
Wealth Accumulation Strategies
Portfolio Management
Microsoft Excel
Training
Business Development
Licensed Life and Health Insurance Agent
Fee Only Investment
Strategic Financial
Wealth Accumulation
Licensed Life and Health
401k Participant
Registered Investment
Microsoft Office
Robert Stokes Summary
Robert Stokes, based in Memphis, TN, US, is currently a Vice President - Investments at B. Riley Wealth Management. Robert Stokes brings experience from previous roles at UBS Financial Services, Prudential Securities, Inc. and Michelin. Robert Stokes holds a 1980 - 1984 Bachelor's degree in Engineering @ United States Military Academy at West Point. With a robust skill set that includes 401k Participant Investment Advice, 401k Rollovers, Bonds, Exchange Traded Funds, Fee Only Investment Advice and more. Robert Stokes has 2 mobile phone numbers on RocketReach.
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