Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Ione Lichtensteiger is a financial advisor at Stifel, Nicolaus & Company, Inc. Jean has been in the industry since April 2006 and has been registered with Stifel, Nicolaus & Company, Inc. since October 2009. Jean is registered in 48 states and the District of Columbia. Jean has a Series 7, Series 66, and SIE license. Jean's previous experience includes working at B. C. ZIEGLER AND COMPANY in West Bend, Wisconsin.
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
10/05/2009 - Present
Stifel, Nicolaus & Company, Inc. (WEST BEND WI)
WI
11/09/2005 - 11/10/2008
B. C. ZIEGLER AND COMPANY (WEST BEND WI)
BOTH
Issued 10/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2005
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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