Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Graham? Claim Your ProfileGraham Curchin is an investment advisor representative associated with Stifel, Nicolaus & Company, Inc. Graham has over 20 years of experience in the financial services industry and is registered to offer securities in all 50 states. Graham also holds the Series 63, Series 65, Series 7 and SIE licenses. Graham specializes in portfolio management for individuals, businesses, pooled investment vehicles, and provides financial planning and pension consulting services. Graham has been with Stifel, Nicolaus & Company, Inc. since 2016. Prior to that, Graham was employed with Credit Suisse Securities (USA) LLC and Lehman Brothers Inc. Graham is committed to providing clients with personalized financial guidance and strategies to help them achieve their financial goals.
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
02/25/2016 - Present
Stifel, Nicolaus & Company, Inc. (CHICAGO IL)
IL
09/12/2008 - 03/15/2016
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
IL
06/16/2003 - 09/16/2008
LEHMAN BROTHERS INC. (CHICAGO IL)
NY
07/11/2000 - 06/17/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
IA
Issued 04/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2000
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
Not sure Graham Curchin is the right advisor for you? Invested Better is here to help.
