Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Francis Stofan is a financial advisor with Stifel Independent Advisors, LLC. George has been in the industry since June 25, 1979. George has experience working with a variety of clients including individuals, corporations, and charitable organizations. Stifel Independent Advisors, LLC is a registered investment advisor that provides financial planning, portfolio management, and other advisory services.
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.
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IL
01/17/2024 - Present
Stifel Independent Advisors, LLC (JOLIET IL)
IL
09/28/2018 - 01/31/2024
LPL FINANCIAL LLC (JOLIET IL)
IL
06/21/2013 - 09/28/2018
WINTRUST INVESTMENTS LLC (JOLIET IL)
IL
06/26/1979 - 07/19/2013
STOFAN, AGAZZI & COMPANY, INC. (JOLIET IL)
BC
Issued 11/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/15/1995
Series 4 - Registered Options Principal Examination
BC
Issued 07/13/1993
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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