Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Harlos is a financial advisor with Stifel, Nicolaus & Company, Inc. in Zionsville, Indiana. Jack has been in the financial industry since 1992 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Jack is a Certified Financial Planner® professional and holds a Series 7, Series 63, and Series 65 license. Jack also has experience working with Edward Jones. In addition to his work with Stifel, Nicolaus & Company, Inc., Jack serves on the board of RL Turner Construction and is a member of the finance committee at Ulen Country Club.
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
IN
02/28/2017 - Present
Stifel, Nicolaus & Company, Inc. (ZIONSVILLE IN)
IN
02/13/2009 - 02/28/2017
CITY SECURITIES CORPORATION (ZIONSVILLE IN)
IN
06/01/1996 - 02/17/2009
NATCITY INVESTMENTS, INC. (ZIONSVILLE IN)
OH
01/04/1999 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
08/03/1998 - 01/04/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
05/11/1995 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
NA
04/06/1995 - 06/01/1996
NATIONAL CITY INVESTMENTS CORPORATION
MO
06/18/1992 - 03/31/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 07/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1992
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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