Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Graham? Claim Your ProfileGraham Davis Lindsley is a financial professional at Stifel, Nicolaus & Company, Inc., a firm that manages over $149 Billion in assets. Graham specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles. Graham has been working in the industry since 2022. Graham is registered to provide investment advice in all 50 states.
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
CO
09/10/2022 - Present
Stifel, Nicolaus & Company, Inc. (DENVER CO)
BC
Issued 11/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2023
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 09/09/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 02/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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