Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Nathan Dickenson is a financial advisor with Stifel, Nicolaus & Company, Inc. Jay is a CERTIFIED FINANCIAL PLANNER™ professional with over 27 years of experience in the financial services industry. Jay is registered to provide investment advice in Oklahoma and Texas. Jay's previous work experience includes roles with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jay holds a variety of securities licenses and registrations including Series 7, Series 9, Series 10, Series 31 and Series 63 and 65 licenses. Jay is also a licensed insurance agent.
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
OK
09/11/2009 - Present
Stifel, Nicolaus & Company, Inc. (TULSA OK)
OK
11/02/2007 - 09/11/2009
UBS FINANCIAL SERVICES INC. (MUSKOGEE OK)
OK
07/08/1997 - 11/05/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TULSA OK)
MA
05/08/1995 - 07/16/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
IA
Issued 07/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/16/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/05/1995
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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