Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carter? Claim Your ProfileCarter J. Strauss is a financial professional with Stifel, Nicolaus & Company, Inc. Carter is a licensed representative of Stifel, Nicolaus & Company, Inc. and has been in the industry since September 3, 2024. Carter has passed the Securities Industry Essentials Examination (SIE) and the Municipal Securities Representative Examination (Series 52TO).
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
09/04/2024 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
BC
Issued 09/04/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 08/05/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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