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Robert Stack Beyer Ii

CRD# 2602180·Registered 1995 - 2013
Barred: Robert Stack Beyer II was barred by the FINRA and is not permitted to conduct business in the covered capacity.

Professional Summary

Robert Stack Beyer II, who also goes by Robert S Beyer, was a registered financial advisor. Robert was a previously registered financial advisor and started their career in finance 1995 - 2013. Robert had worked at 9 firms and has passed the Series 66, Series 63 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Robert S Beyer

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

31 years in the financial services industry

Current & Past Employments

PRIVATE LABEL MONEY MANAGEMENT, INC.·CRD# 154952
RIA
Nisswa, MN
March 28, 2013 - September 13, 2013
OAKBRIDGE FINANCIAL SERVICES·CRD# 16323
BD
Kirkwood, MO
March 13, 2013 - September 13, 2013
OAKBRIDGE FINANCIAL SERVICES·CRD# 16323
RIA
Kirkwood, MO
January 25, 2010 - May 15, 2012
OAKBRIDGE FINANCIAL SERVICES·CRD# 16323
BD
Kirkwood, MO
January 22, 2010 - May 15, 2012
OAKBRIDGE FINANCIAL SERVICES·CRD# 16323
RIA
St Louis, MO
October 24, 2008 - November 10, 2009
OAKBRIDGE FINANCIAL SERVICES·CRD# 16323
BD
St Louis, MO
October 24, 2008 - November 10, 2009
ONEAMERICA SECURITIES, INC.·CRD# 4173
RIA
St Louis, MO
November 10, 2005 - October 10, 2008
ONEAMERICA SECURITIES, INC.·CRD# 4173
BD
St Louis, MO
January 28, 2005 - October 10, 2008
THE LEADERS GROUP, INC.·CRD# 37157
BD
Summit, NJ
October 15, 2004 - December 16, 2004
WADDELL & REED·CRD# 866
RIA
Saint Peters, MO
October 13, 2004 - October 22, 2004
WADDELL & REED·CRD# 866
BD
Overland Park, KS
October 1, 2004 - October 22, 2004
MOLONEY SECURITIES CO., INC.·CRD# 38535
BD
Manchester, MO
November 5, 1999 - September 22, 2004
LIFEMARK SECURITIES CORP.·CRD# 16204
BD
Rochester, NY
November 6, 1997 - June 24, 1999
METROPOLITAN LIFE INSURANCE COMPANY·CRD# 4095
BD
New York, NY
May 31, 1995 - May 2, 1997
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
Springfield, MA
May 31, 1995 - May 2, 1997

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Current Firm

PL
PRIVATE LABEL MONEY MANAGEMENT, INC.

PRIVATE LABEL MONEY MANAGEMENT, INC.

CRD#: 154952

Contact Information

Main Address

Nisswa, MN

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2004About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1995About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed May 1995About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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