Unclaimed
Emilia Panzironi is a financial advisor with over 13 years of experience in the financial services industry. Emilia is a registered representative with Stifel, Nicolaus & Company, Inc. and is licensed in 47 states and the District of Columbia. Prior to joining Stifel, Emilia worked as a financial advisor at Feltl & Company and Robert W. Baird & Co. Incorporated. Emilia is a Series 7, Series 6, and Series 63 licensed financial advisor. Emilia specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses.
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
WI
06/24/2013 - Present
Stifel, Nicolaus & Company, Inc. (MEQUON WI)
MN
05/04/2012 - 04/11/2013
FELTL & COMPANY (PLYMOUTH MN)
MN
11/16/2009 - 05/21/2012
ROBERT W. BAIRD & CO. INCORPORATED (EDINA MN)
BC
Issued 07/31/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/14/2009
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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