Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonel? Claim Your ProfileAntonel Urdes is a financial advisor at Stifel, Nicolaus & Company, Inc. with over 20 years of experience in the industry. Antonel has been registered as a broker-dealer and investment advisor since 1998. Antonel holds Series 3, 7, 9, 10, 63, and 65 licenses. Antonel has previously worked with UBS Financial Services Inc. and WMA Securities, Inc. Antonel is a member of Congregation Beth Israel and the French International School of Oregon.
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
OR
04/20/2018 - Present
Stifel, Nicolaus & Company, Inc. (PORTLAND OR)
OR
04/01/1999 - 05/01/2018
UBS FINANCIAL SERVICES INC. (LAKE OSWEGO OR)
GA
12/22/1998 - 04/21/1999
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 04/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/27/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2006
Series 3 - National Commodity Futures Examination
BC
Issued 12/19/1998
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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