Unclaimed
Brian Scigliano is a financial advisor with over 40 years of experience in the industry. Brian has been with Stifel, Nicolaus & Company, Inc. since April 2014. Prior to joining Stifel, Nicolaus & Company, Inc., Brian worked with Wedbush Securities Inc. and D.A. Davidson & Co. Brian holds Series 6, 7, and 63 licenses, as well as the Series 66 and the SIE exams. Brian's areas of expertise include financial planning, portfolio management, and pension consulting. Brian provides services to a wide range of clients, including individuals, families, corporations, and businesses. Brian is committed to providing his clients with personalized financial advice and strategies that are designed to help them 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.
1
2
ID
04/30/2014 - Present
Stifel, Nicolaus & Company, Inc. (BOISE ID)
ID
09/21/2007 - 05/06/2014
WEDBUSH SECURITIES INC. (BOISE ID)
ID
07/18/2003 - 09/24/2007
D.A. DAVIDSON & CO. (BOISE ID)
CA
10/12/2001 - 08/07/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
12/10/1999 - 10/12/2001
WELLS FARGO VAN KASPER, LLC (SAN FRANCISCO CA)
CA
09/17/1998 - 12/22/1999
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
FL
09/02/1997 - 12/07/1998
INTERSECURITIES, INC. (ST. PETERSBURG FL)
FL
04/01/1991 - 07/22/1997
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
07/14/1997 - 07/21/1997
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NA
06/29/1990 - 04/01/1991
PW SECURITIES, INC.
FL
12/06/1989 - 06/19/1990
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NA
12/20/1988 - 12/31/1989
PW SECURITIES, INC.
NA
01/25/1988 - 09/26/1988
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC.
NA
05/19/1986 - 10/05/1987
UR FINANCIAL, INC.
NA
03/16/1982 - 07/22/1986
SECURITY FIRST FINANCIAL, INC.
BOTH
Issued 12/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 03/08/1982
Series 6 - Investment Company Products/Variable Contracts 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
Not sure Brian Scigliano is the right advisor for you? Invested Better is here to help.