Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Matheson is an Investment Advisor Representative at Stifel, Nicolaus & Company, Inc. Christopher has been in the financial services industry since 1995 and has a wide range of experience in investment management, financial planning, and portfolio management. Christopher holds several industry licenses and certifications, including Series 6, 7, 10, 24, 53, 63, and 65. Christopher's clients include individuals, families, businesses, and institutions. Christopher is also a member of various professional organizations, including the Financial Industry Regulatory Authority (FINRA).
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
WI
06/09/2009 - Present
Stifel, Nicolaus & Company, Inc. (WEST BEND WI)
WI
06/01/1999 - 04/22/2009
B. C. ZIEGLER AND COMPANY (WEST BEND WI)
MN
04/15/1999 - 05/10/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/15/1999 - 05/10/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
03/28/1995 - 04/02/1999
COPELAND EQUITIES, INC. (SOMERSET NJ)
IA
Issued 04/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/06/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/14/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/09/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/27/1995
Series 6 - Investment Company Products/Variable Contracts 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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