Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Tyler Rathgeb is a financial advisor affiliated with Stifel, Nicolaus & Company, Inc., a firm with a strong reputation in the industry. Jacob Tyler Rathgeb is also a registered representative of the firm. Jacob Tyler Rathgeb has been active in the financial services industry since 2023 and has worked at Charles Schwab & Co., Inc. prior to joining Stifel, Nicolaus & Company, Inc. His experience and commitment to providing comprehensive financial solutions make him a valuable resource for clients seeking investment guidance.
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
12/09/2024 - Present
Stifel, Nicolaus & Company, Inc. (COLUMBIA MO)
MO
09/15/2023 - 06/14/2024
CHARLES SCHWAB & CO., INC. (St Louis MO)
BC
Issued 09/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2023
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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