Robert Stokes Email & Phone Number
Vice President - Investments @ B. Riley Wealth Management
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Robert Stokes Location
- Memphis, TN, US
Robert Stokes Work
- 2009 -now Vice President - Investments @
- 2004 -2009 Vice President - Investments @
- 1999 -2004 Financial Advisor @ Prudential Securities, Inc.
- 1995 -1999 Sales Manager @
- 1989 -1995 Production Manager @
- 1986 -1988 2nd Platoon Leader @ C co. 1/75th Rangers
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
- Investments
- Retirement
- Mutual Funds
- Financial Advisory
- Series 63
- Retirement Planning
- 401k Rollovers
- 401k Participant Investment Advice
- Registered Investment Advisor
- Fee Only Investment Advice
- Wealth Accumulation Strategies
- Variable Annuities
- Trusts
- Fixed Annuities
- Licensed Life & Health Insurance Agent
- Exchange Traded Funds
- Stocks
- Bonds
- Strategic Financial Planning
- Series 7
- Series 65
- 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 Investments, Retirement, Mutual Funds, Financial Advisory, Series 63 and more. Robert Stokes has 1 mobile phone numbers on RocketReach.
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