Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Valdettaro is a financial advisor at Stifel, Nicolaus & Company, Inc., located in Indianapolis, Indiana. Edward Valdettaro has been in the securities industry for over 40 years, joining Stifel, Nicolaus & Company, Inc., in 2005. Edward Valdettaro is licensed to provide investment advice and securities trading services in multiple states. Edward Valdettaro offers a variety of financial services to individuals and businesses, including financial planning, portfolio management, pension consulting and selection of other advisors.
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
IN
06/16/2016 - Present
Stifel, Nicolaus & Company, Inc. (INDIANAPOLIS IN)
OH
09/16/1998 - 05/17/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
07/14/1995 - 09/29/1998
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IN
10/13/1989 - 07/14/1995
RAFFENSPERGER, HUGHES & CO., INC. (INDIANAPOLIS IN)
NY
07/22/1982 - 10/24/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/17/1982
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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