Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daphne? Claim Your ProfileDaphne Inman has been in the financial services industry since 1999. Currently, Daphne is a registered representative with Stifel, Nicolaus & Company, Inc. in Fairlawn, OH. Daphne has held previous roles with WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., CHARLES SCHWAB & CO., INC., LINSCO/PRIVATE LEDGER CORP., and A. G. EDWARDS & SONS, INC.. Daphne is a Series 7 and Series 63 licensed professional. Daphne is a licensed representative in 39 states.
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
OH
03/12/2013 - Present
Stifel, Nicolaus & Company, Inc. (FAIRLAWN OH)
OH
01/01/2008 - 03/13/2013
WELLS FARGO ADVISORS, LLC (MEDINA OH)
OH
07/07/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MEDINA OH)
TX
04/17/2003 - 07/05/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
SC
04/25/2000 - 03/03/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MO
12/11/1998 - 05/02/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 07/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1998
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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