Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bert? Claim Your ProfileBert Anthony Costales is a registered representative with Stifel, Nicolaus & Company, Inc. Bert Costales has been in the financial services industry since December 4, 1994. Bert Costales has a Series 7 and Series 63 license. Bert Costales's branch office is located in Boca Raton, Florida. Prior to joining Stifel, Nicolaus & Company, Inc., Bert Costales was registered with Ryan Beck & Co., Gruntal & Co., L.L.C., Dean Witter Reynolds Inc., GKN Securities Corp., Nichols, Safina, Lerner & Co. Inc., The Boston Group, and Gruntal & Co. Incorporated.
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
FL
07/31/2007 - Present
Stifel, Nicolaus & Company, Inc. (BOCA RATON FL)
NJ
04/29/2002 - 07/31/2007
RYAN BECK & CO. (FORT LEE NJ)
NY
12/18/2000 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
01/19/1999 - 12/21/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
11/18/1997 - 01/25/1999
GKN SECURITIES CORP. (NEW YORK NY)
NY
09/25/1996 - 02/24/1997
NICHOLS, SAFINA, LERNER & CO. INC. (NEW YORK NY)
CA
08/10/1995 - 10/21/1996
THE BOSTON GROUP (LOS ANGELES CA)
NY
03/14/1994 - 08/09/1995
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
BC
Issued 05/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1994
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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