Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Avri? Claim Your ProfileAvri Rae Bitz is a financial advisor registered with Stifel Independent Advisors, LLC. Avri is based in Ladue, Missouri, and has been in the financial services industry since June 2021. Avri has passed Series 66, Series 9, Series 10, Series 24, Series 7, and SIE exams. Avri holds registrations in Missouri, Arkansas, Massachusetts, Minnesota, and Utah.
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.
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2
MO
11/01/2022 - Present
Stifel Independent Advisors, LLC (LADUE MO)
MO
06/09/2021 - 11/01/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BOTH
Issued 09/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/10/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/20/2022
Series 24 - General Securities Principal Examination
BC
Issued 06/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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