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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bart? Claim Your ProfileBart Christopher Lissner is a financial advisor with Stifel, Nicolaus & Company, Inc. Bart has been in the industry since 2009 and holds several industry licenses including Series 7, Series 63 and Series 24. Bart currently works from the Clayton, Missouri office and is registered in 24 states. Bart's primary areas of expertise include investments for businesses, individual investors, 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
MO
01/06/2010 - Present
Stifel, Nicolaus & Company, Inc. (CLAYTON MO)
IL
07/23/2008 - 06/01/2009
CANTOR FITZGERALD & CO. (CHICAGO IL)
BC
Issued 08/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2008
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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