Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Lewis Mardre is a financial advisor with Stifel, Nicolaus & Company, Inc. in MONTGOMERY, AL. George Mardre has been in the financial industry since 1985. George Mardre is registered to provide investment advice in Alabama, California, Florida, Georgia, Louisiana, Nevada, North Carolina, Ohio, Tennessee, Texas, and Virginia. The firm has offices throughout the United States and is one of the nation's largest investment firms. Stifel, Nicolaus & Company, Inc. provides financial planning, investment advisory, and brokerage services to individuals, businesses, and institutions. The firm has a long history of providing its clients with personalized service and investment strategies.
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
AL
04/10/2014 - Present
Stifel, Nicolaus & Company, Inc. (MONTGOMERY AL)
AL
06/01/2009 - 03/21/2012
MORGAN STANLEY SMITH BARNEY (MONTGOMERY AL)
AL
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MONTGOMERY AL)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/03/1985 - 02/15/1988
E. F. HUTTON & COMPANY INC
BC
Issued 10/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1985
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/1985
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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