Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril McDaniel is a financial advisor registered with Stifel, Nicolaus & Company, Inc. April has been a registered financial advisor since 2000. April has been with the firm since 2015 and has previously been registered with other firms including Sterne, Agee & Leach, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. April has licenses in the state of Arkansas, as well as other states including Texas and California.
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
AR
03/31/2020 - Present
Stifel, Nicolaus & Company, Inc. (LITTLE ROCK AR)
AR
03/10/2009 - 07/07/2015
STERNE, AGEE & LEACH, INC. (LITTLE ROCK AR)
AR
11/01/2006 - 03/11/2009
STANFORD GROUP COMPANY (LITTLE ROCK AR)
GA
10/25/2004 - 11/10/2006
STILLPOINT WEALTH MANAGEMENT, LLC (ATLANTA GA)
NY
09/28/2000 - 10/29/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2000
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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