Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Stephen Theisen is a registered representative with Stifel, Nicolaus & Company, Inc. based in St. Louis, MO. Andrew has been in the industry since June 1984 and is active in both Broker Check and Investment Advisor Public Disclosure. Andrew is Series 7, Series 63, and Series 53 licensed and holds a SIE. He is a licensed representative of Missouri. In addition to serving individuals, Andrew also serves a range of client types including corporations, business development companies, charitable organizations, and government entities.
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
MO
12/02/2008 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
01/01/2008 - 08/28/2008
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
03/22/1984 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 04/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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