Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrian? Claim Your ProfileAdrian Gabriel Sanchez is a registered representative with Stifel, Nicolaus & Company, Inc. and has been in the industry since 2007. Adrian is licensed to provide investment advisory services in Texas and is registered in 22 other states. Adrian Gabriel Sanchez is a highly experienced professional with a diverse range of financial services experience.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
12/04/2015 - Present
Stifel, Nicolaus & Company, Inc. (HOUSTON TX)
TX
09/22/2008 - 12/04/2015
BARCLAYS CAPITAL INC. (HOUSTON TX)
TX
10/29/2007 - 09/22/2008
LEHMAN BROTHERS INC. (HOUSTON TX)
IA
Issued 06/19/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2014
Series 3 - National Commodity Futures Examination
BC
Issued 10/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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