Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Bender is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Clayton, Missouri. Jacob has been in the financial services industry since August 2015. Jacob holds Series 7, 66, and SIE licenses. Jacob has been registered with the state of Missouri since December 2020. Jacob also holds the Certified Financial Planner designation. Jacob is dedicated to providing personalized financial advice and investment management services to individuals, families, and businesses.
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
MO
12/16/2020 - Present
Stifel, Nicolaus & Company, Inc. (CLAYTON MO)
BOTH
Issued 12/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2020
SIE - Securities Industry Essentials 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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