Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Citro is a financial advisor with over 30 years of experience in the industry. James is registered with Stifel, Nicolaus & Company, Inc. in Illinois and Texas. Previously, James was associated with A. G. Edwards & Sons, Inc. and Everen Securities, Inc. James has a variety of licenses and certifications including Series 3, 7, 10, 9, 63 and 65. James also holds a principal license. James has been with Stifel, Nicolaus & Company, Inc. since September 2007. James specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. James also manages a building owned by CFZ Corp in Quincy, Illinois.
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
01/13/2020 - Present
Stifel, Nicolaus & Company, Inc. (QUINCY IL)
IL
06/05/1995 - 09/14/2007
A. G. EDWARDS & SONS, INC. (QUINCY IL)
MO
09/04/1990 - 06/19/1995
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
12/18/1984 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
IA
Issued 10/09/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/12/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/1985
Series 3 - National Commodity Futures Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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