Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Becky? Claim Your ProfileBecky Marie Loggins is a financial advisor who has been in the industry since 1990. Becky is registered with Stifel, Nicolaus & Company, Inc., and has offices in Fairlawn, OH. Becky has been working for Stifel, Nicolaus & Company, Inc., since 2006 and is also registered with the state of Ohio for investment advisor services. Previously, Becky worked for ROBERT W. BAIRD & CO. INCORPORATED and MCDONALD INVESTMENTS INC. Becky holds FINRA Series 7, 63 and 65 licenses.
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
OH
01/24/2007 - Present
Stifel, Nicolaus & Company, Inc. (FAIRLAWN OH)
OH
06/30/2000 - 10/24/2006
ROBERT W. BAIRD & CO. INCORPORATED (AKRON OH)
OH
12/11/1990 - 07/05/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
IA
Issued 08/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1990
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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