Bob Stern
Stern & Associates LLC
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $100,000
Minimum client income required: $100,000
Title: Financial Consultant
Offering advice since: 1994
Areas of expertise:
- Retirement Planning
Further information about Bob Stern:
Bob Graduated from UNO with a BS in Economics. He holds Series 7, 24 and 63 licenses and also has Life / Health and P & C Licenses. Having served clients since 1994, Bob has always had an independent attitude towards his clients.
Bob Stern is a registered representative with, securities and advisory services offered through LPL Financial Member FINRA/SIPC
Compensation and Fee Structures:
Not specified
Licenses, Certifications & Affiliations:
Series 7,63,24
Education:
BS Economics University of New Orleans
Will provide references upon request?
Yes
Further information about Stern & Associates LLC:
(Size of firm: 0-9 advisors)
We are an Independent Insurance Agency and an Independent Financial Services Company that provides a disciplined conservative approach to the financial needs of our clients.
Managing wealth successfully requires a broad range of solutions. As an independent financial consultant, Bob Stern has the freedom to offer non-biased financial advice that works best for each of his clients.
Put your finances in the care of an experienced professional that delivers superior service and investment advice. Call Bob and schedule an appointment today.
Contact Information for Bob Stern
Phone: (504) 841-0045
Please support us by letting this advisor know you found them through Boomerater
Fax: (504) 841-0046
Address for Bob Stern:
2800 Veterans Boulevard
Suite 203
Metairie, LA, 70002
Request a COMPLIMENTARY consultation from this advisor!
Fill out the form at the top of the page
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. Boomerater.com is in no way affiliated with or recommending any of the advisors listed in our database, and Boomerater.com is not responsible for any errors regarding the information displayed on this website. Please verify all information prior to selecting an advisor.
Have Bob Stern contact you
Do not submit account or other confidential information via this form.
