Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Endres is an Investment Advisor Representative and a General Securities Representative with Stifel, Nicolaus & Company, Inc. Gary has been in the securities industry since 1985. Gary has experience in the financial services industry, including investment advising, portfolio management, and financial planning. Gary has a strong understanding of the financial markets and is committed to providing clients with personalized financial advice and solutions. Stifel, Nicolaus & Company, Inc. is a full-service investment firm providing a wide range of financial products and services, including investment banking, brokerage, wealth management, and institutional services. The firm has a long history of serving individual investors, families, and institutions.
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
01/13/2020 - Present
Stifel, Nicolaus & Company, Inc. (CARLSBAD CA)
CA
01/01/2008 - 04/15/2009
WACHOVIA SECURITIES, LLC (CARLSBAD CA)
CA
04/30/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CARLSBAD CA)
NY
07/31/1993 - 05/14/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
09/24/1985 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/18/1985 - 08/22/1985
IDS MARKETING CORPORATION
IA
Issued 07/17/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/26/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1985
Series 6 - Investment Company Products/Variable Contracts 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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