Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Doak? Claim Your ProfileDoak Russell Stolz is a financial advisor with over 35 years of experience in the industry. Doak is registered with Stifel, Nicolaus & Company, Inc. and is licensed to provide investment advice in multiple states. Doak specializes in providing financial planning services, portfolio management, and pension consulting. Doak is also a Certified Financial Planner™. Previously, Doak was a financial advisor with Wells Fargo Clearing Services, LLC, and A.G. Edwards & Sons, Inc. Doak has a broad range of experience in working with individuals, families, businesses, and institutions.
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
MI
12/18/2020 - Present
Stifel, Nicolaus & Company, Inc. (MIDLAND MI)
MI
01/01/2008 - 11/19/2020
WELLS FARGO CLEARING SERVICES, LLC (MIDLAND MI)
MI
05/01/1986 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MIDLAND MI)
IA
Issued 03/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/20/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
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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