Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanine? Claim Your ProfileJeanine Gaston is a financial advisor with Stifel, Nicolaus & Company, Inc. Jeanine is a seasoned professional with over two decades of experience in the industry. She specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Jeanine has a strong commitment to providing her clients with personalized financial advice and guidance. She is passionate about helping her clients achieve their financial goals. She has held previous positions at Robert W. Baird & Co. Incorporated, MCAdams Wright Ragen, Inc., Piper Jaffray & Co., Wachovia Securities, LLC, and U.S. Bancorp Piper Jaffray Inc.
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
WA
06/12/2019 - Present
Stifel, Nicolaus & Company, Inc. (BELLEVUE WA)
WA
11/07/2014 - 03/29/2017
ROBERT W. BAIRD & CO. INCORPORATED (Seattle WA)
WA
08/17/2006 - 11/07/2014
MCADAMS WRIGHT RAGEN, INC. (SEATTLE WA)
WA
03/02/2004 - 08/17/2006
PIPER JAFFRAY & CO. (SEATTLE WA)
MO
02/09/2001 - 08/21/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MN
05/18/1999 - 03/21/2000
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BOTH
Issued 06/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1999
Series 7 - General Securities Representative 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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