Unclaimed
Andrew Ahrens is a registered representative with Stifel, Nicolaus & Company, Inc. and has been in the industry since 2021. Andrew has been registered with Stifel, Nicolaus & Company, Inc. since 2022. Andrew's office is located in GRAND RAPIDS, MI and they offer financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Andrew has passed the following securities exams: Series 66, Series 7TO and SIE.
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.
1
2
MI
09/07/2022 - Present
Stifel, Nicolaus & Company, Inc. (GRAND RAPIDS MI)
MI
11/23/2021 - 08/22/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GRAND RAPIDS MI)
BOTH
Issued 02/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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