Unclaimed
Anne Billings is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Anne has been in the financial services industry since April 1993. She is a registered representative in Tennessee and a resident representative in Texas. Prior to joining Stifel Nicolaus & Company, Inc., Anne worked at J.J.B. HILLIARD, W.L. LYONS, LLC and MORGAN KEEGAN & COMPANY, INC. Anne holds the Series 7, Series 63, and SIE licenses.
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
TN
03/26/2020 - Present
Stifel, Nicolaus & Company, Inc. (MEMPHIS TN)
TN
09/30/2008 - 12/07/2018
J.J.B. HILLIARD, W.L. LYONS, LLC (MEMPHIS TN)
TN
04/29/1993 - 10/09/2008
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BC
Issued 07/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1993
Series 7 - General Securities Representative 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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