Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Dahlkamp is an investment advisor representative for Stifel, Nicolaus & Company, Inc. located in San Diego, CA. Edward has been in the financial services industry for over 57 years. Edward has earned multiple licenses and certifications in the financial services industry. He has been registered with FINRA since 1966. In addition to his role at Stifel, Nicolaus & Company, Inc. Edward has previously worked at other financial services firms, including Wells Fargo Advisors, LLC and A.G. Edwards & Sons, Inc. Edward specializes in providing financial advice and services to a wide range of clients, including high net worth individuals, corporations, insurance companies, and charitable organizations.
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
CA
08/05/2009 - Present
Stifel, Nicolaus & Company, Inc. (SAN DIEGO CA)
CA
01/01/2008 - 05/20/2009
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
CA
01/31/1992 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN DIEGO CA)
NY
01/22/1988 - 02/05/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
04/18/1966 - 03/03/1988
E. F. HUTTON & COMPANY INC
IA
Issued 08/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1975
PC - AMEX Put and Call Exam
BC
Issued 04/15/1966
Series 1 - Registered 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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