Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Eberle is an active investment advisor representative at Stifel, Nicolaus & Company, Inc., with over 35 years of experience in the financial industry. James has been registered with Stifel, Nicolaus & Company, Inc. since September 2003, and previously held positions at Wachovia Securities, LLC, Principal Financial Securities, INC., Hamilton Investments, INC., and Offerman & Co., INC. James is licensed in 35 states and holds the Series 7, Series 63, and Series 65 licenses as well as the SIE exam. James specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles.
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
WI
09/16/2003 - Present
Stifel, Nicolaus & Company, Inc. (BROOKFIELD WI)
MO
05/11/1998 - 09/23/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
TX
09/01/1994 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NA
02/08/1990 - 09/01/1994
HAMILTON INVESTMENTS, INC.
MN
08/03/1988 - 03/05/1990
OFFERMAN & CO., INC. (MINNEAPOLIS MN)
IA
Issued 10/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
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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