Unclaimed
Gary Albert Durchholz is a financial advisor with Stifel, Nicolaus & Company, Inc. Gary has been a financial advisor for over 30 years, with experience in both the securities and investment advisory fields. Gary is a Certified Financial Planner® and is registered to offer securities and investment advisory services in 36 states and two territories, including Illinois and Texas. Gary's experience and qualifications allow Gary to provide investment advisory services to a variety of clients, including individuals, families, businesses, 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
IL
02/26/2016 - Present
Stifel, Nicolaus & Company, Inc. (SPRINGFIELD IL)
IL
01/11/2008 - 03/21/2012
ASSIST INVESTMENT MANAGEMENT COMPANY, INC. (SPRINGFIELD IL)
IL
07/28/1989 - 01/15/2008
A. G. EDWARDS & SONS, INC. (SPRINGFIELD IL)
NA
09/20/1988 - 06/03/1989
COZAD INVESTMENT SERVICES, INC.
NA
01/17/1984 - 04/12/1984
WADDELL & REED, INC.
BC
Issued 08/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1984
Series 6 - Investment Company Products/Variable Contracts 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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