Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanne? Claim Your ProfileJeanne Marie Kisner is a financial advisor with Stifel, Nicolaus & Company, Inc. Jeanne has over 38 years of experience in the financial services industry. Jeanne provides financial advice to individuals, businesses, and institutions. Jeanne is registered to provide investment advice in 49 states and the District of Columbia.
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.
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2
NE
03/26/2020 - Present
Stifel, Nicolaus & Company, Inc. (OMAHA NE)
NE
01/01/2008 - 06/10/2008
WACHOVIA SECURITIES, LLC (OMAHA NE)
NE
04/09/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OMAHA NE)
NE
05/07/1993 - 09/17/2001
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
06/06/1983 - 05/18/1993
AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 08/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
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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