Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Edward Ihlefeld is a financial advisor with Stifel, Nicolaus & Company, Inc., located in Naples, Florida. Christopher has over 30 years of experience in the financial services industry. Christopher has a wide range of experience and expertise in helping individuals and businesses with their financial needs. He is registered to provide investment advice in 17 states. Christopher is also a Series 7 and Series 63 licensed representative, as well as a Series 24 principal.
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
FL
06/05/2015 - Present
Stifel, Nicolaus & Company, Inc. (NAPLES FL)
NY
09/01/2011 - 06/05/2015
STERNE, AGEE & LEACH, INC. (NEW YORK NY)
NJ
03/20/1997 - 09/12/2011
CITIGROUP GLOBAL MARKETS INC. (SHORT HILLS NJ)
NY
04/16/1998 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
MA
09/15/1992 - 04/01/1997
TUCKER ANTHONY INCORPORATED (BOSTON MA)
BC
Issued 09/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1992
Series 3 - National Commodity Futures Examination
BC
Issued 08/31/1992
Series 7 - General Securities 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
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