Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Matthew Blevins is a financial advisor with Stifel, Nicolaus & Company, Inc. Brent has been in the financial industry since August 2017 and holds a Series 63, Series 50, and Series 52 license. Brent is currently registered in Missouri and has previously worked for George K. Baum & Company. Brent specializes in securities, mutual funds, variable annuities, fixed annuities, life insurance, and retirement planning.
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
09/27/2019 - Present
Stifel, Nicolaus & Company, Inc. (SPRINGFIELD MO)
MO
08/28/2017 - 09/27/2019
GEORGE K. BAUM & COMPANY (Rogersville MO)
BC
Issued 09/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2018
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 08/28/2017
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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