Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Manna is a financial advisor with Stifel, Nicolaus & Company, Inc. Andrew has 2 years of experience in the financial industry. Andrew is registered with the state of Arizona and Texas. Andrew has obtained the Series 63, Series 7TO and SIE licenses and the Certified Financial Planner designation. Prior to joining Stifel, Nicolaus & Company, Inc., Andrew worked at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Inc., Concurrent Investment Advisors LLC dba Next Retirement Solutions, and Concurrent Investment Advisors LLC.
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
AZ
05/08/2024 - Present
Stifel, Nicolaus & Company, Inc. (SCOTTSDALE AZ)
CA
06/01/2023 - 03/08/2024
PURSHE KAPLAN STERLING INVESTMENTS (San Diego CA)
CA
11/19/2021 - 06/07/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN DIEGO CA)
BC
Issued 01/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/05/2021
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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