Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Michael Stedge is a financial advisor with Stifel, Nicolaus & Company, Inc.. Brett has been working in the financial services industry for over 20 years. He is licensed to provide financial advice in 43 states. Brett's expertise includes financial planning, pension consulting, and portfolio management for individuals and businesses. He is a highly experienced professional who is committed to helping his clients achieve their financial goals.
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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IN
05/24/2023 - Present
Stifel, Nicolaus & Company, Inc. (FORT WAYNE IN)
IN
06/21/2001 - 12/14/2005
CITIGROUP GLOBAL MARKETS INC. (FORT WAYNE IN)
BC
Issued 07/31/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2001
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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