Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Constance? Claim Your ProfileConstance Lucille Jones is a registered representative with Stifel, Nicolaus & Company, Inc. with over 40 years of experience in the financial services industry. Constance Lucille Jones is currently registered in Pennsylvania and Texas, with a Series 7, Series 63, and SIE license. Constance Lucille Jones has previously worked for Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., and Legg Mason Wood Walker, Incorporated. Constance Lucille Jones' specializations include portfolio management for individuals, portfolio management for businesses, and portfolio management for pooled investment vehicles. Constance Lucille Jones is also a co-owner of a commercial property, and serves as a bookkeeper for a retail bookshop.
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
PA
07/30/2019 - Present
Stifel, Nicolaus & Company, Inc. (CONSHOHOCKEN PA)
PA
01/01/2008 - 10/12/2015
WELLS FARGO ADVISORS, LLC (MEDIA PA)
PA
09/28/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MEDIA PA)
NA
09/27/1989 - 10/13/1989
SUPLEE, REED & CO., INC.
NA
11/03/1987 - 09/28/1989
LEGG MASON WOOD WALKER, INCORPORATED
MD
10/28/1985 - 09/28/1989
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
NA
06/02/1982 - 11/18/1985
PRUDENTIAL-BACHE SECURITIES INC.
NA
07/25/1978 - 09/07/1982
ELKINS & CO.
BC
Issued 07/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1978
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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