Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cari? Claim Your ProfileCari Pakula is a registered representative with Stifel, Nicolaus & Company, Inc. based in Shrewsbury, NJ. Cari has been in the financial industry since 1995 and has experience providing financial advice and investment management services to a wide range of clients including individuals, businesses, corporations, and charitable organizations. Cari also has experience with pension consulting and providing educational seminars to clients.
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
NJ
03/31/2020 - Present
Stifel, Nicolaus & Company, Inc. (SHREWSBURY NJ)
NJ
04/05/1999 - 08/21/2007
RYAN BECK & CO. (SHREWSBURY NJ)
MA
04/09/1997 - 04/25/1997
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
12/21/1993 - 04/16/1997
RYAN, BECK & CO. (FLORHAM PARK NJ)
IA
Issued 06/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1993
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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