Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Geile Mendonsa is a financial advisor with Stifel, Nicolaus & Company, Inc. Jack has been in the industry for 169 days, and holds Series 63, Series 79TO and SIE licenses. Jack is registered in California and has been with Stifel, Nicolaus & Company, Inc. since April 22, 2024.
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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CA
04/22/2024 - Present
Stifel, Nicolaus & Company, Inc. (SAN FRANCISCO CA)
BC
Issued 03/30/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/30/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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