Unclaimed
Edward Joseph Flesch is an investment advisor representative with Stifel, Nicolaus & Company, Inc. Edward has been in the securities industry since March 22, 1981. Edward holds Series 7 and Series 63 licenses. Edward is also licensed as an investment advisor representative in Illinois and Texas. Edward has previously worked at Rowland, Simon & Co. and R. Rowland & Co., Incorporated. In addition to Edward's work at Stifel, Nicolaus & Company, Inc., Edward is also a rental property owner in Monroe County, Illinois and a farm owner in Shelby county, Illinois.
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
IL
07/30/2019 - Present
Stifel, Nicolaus & Company, Inc. (DECATUR IL)
NA
02/01/1988 - 11/18/1988
ROWLAND, SIMON & CO.
NA
03/23/1981 - 02/01/1988
R. ROWLAND & CO., INCORPORATED
IA
Issued 03/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1981
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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