Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny Kay Davis is a financial advisor with Stifel, Nicolaus & Company, Inc. working in the Omaha, NE office. Danny is a registered investment advisor and a registered representative with over 40 years of experience in the industry. Danny has worked for several firms during his career, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. Danny specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Danny provides financial planning and educational seminars.
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.
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2
NE
03/27/2009 - Present
Stifel, Nicolaus & Company, Inc. (OMAHA NE)
NE
07/31/1993 - 03/26/2009
CITIGROUP GLOBAL MARKETS INC. (OMAHA NE)
NY
05/14/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/02/1981 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
09/26/1978 - 07/17/1981
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
06/22/1978 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 05/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/15/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1982
Series 5 - Interest Rate Options Examination
BC
Issued 06/17/1978
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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