Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annette? Claim Your ProfileAnnette Jones is a financial advisor at Stifel, Nicolaus & Company, Inc., in Okemos, MI. Annette has been in the financial services industry since August 1998, working at Wachovia Capital Markets, LLC and A. G. Edwards & Sons, Inc. prior to joining Stifel. Annette holds Series 63, Series 52 and SIE licenses and is registered with the state of Michigan. Annette specializes in providing financial planning and portfolio management services for individuals, businesses, and pooled investment vehicles.
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
07/17/2008 - Present
Stifel, Nicolaus & Company, Inc. (OKEMOS MI)
MI
11/26/2007 - 07/22/2008
WACHOVIA CAPITAL MARKETS, LLC (EAST LANSING MI)
MI
08/18/1998 - 11/26/2007
A. G. EDWARDS & SONS, INC. (EAST LANSING MI)
BC
Issued 05/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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