Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Stella is a registered representative with Stifel, Nicolaus & Company, Inc. Anthony has over 30 years of experience in the securities industry. Anthony holds the Series 7, Series 63, and Series 65 licenses. Anthony is also a registered investment advisor representative in Wisconsin. Anthony has a broad range of experience, including providing investment advice to individuals, corporations, and institutions. Anthony specializes in providing financial planning, portfolio management, and investment advice. Anthony has previously been employed by FIRST UNION SECURITIES, INC. and ROBERT W. BAIRD & CO. INCORPORATED.
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
WI
07/23/2013 - Present
Stifel, Nicolaus & Company, Inc. (RACINE WI)
MO
10/31/1995 - 07/25/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
WI
06/22/1992 - 11/02/1995
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 09/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1992
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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