Unclaimed
Cameron Ratcliff is a registered representative with Stifel, Nicolaus & Company, Inc. and has been in the securities industry since June 2020. Cameron has a Series 7, Series 66 and SIE licenses. Cameron is licensed in multiple states. Cameron has worked in various industries prior to joining Stifel, Nicolaus & Company, Inc., including the real estate industry and law. Cameron specializes in financial planning, portfolio management for businesses and individuals and pension consulting.
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
TX
07/27/2020 - Present
Stifel, Nicolaus & Company, Inc. (DENTON TX)
BOTH
Issued 07/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/08/2020
SIE - Securities Industry Essentials 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
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