Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Lynn Dishman is a registered representative with Stifel, Nicolaus & Company, Inc. based in TOPEKA, KS. Jeffery has been in the financial industry since January 7, 2005. Jeffery is licensed to provide investment advice in several states including Arizona, California, Colorado, Florida, Georgia, Kansas, Minnesota, Mississippi, Missouri, Oklahoma, Oregon, Pennsylvania and Texas. Jeffery's specializations include securities, mutual funds, variable contracts, variable annuities, and retirement plans.
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
KS
08/08/2019 - Present
Stifel, Nicolaus & Company, Inc. (TOPEKA KS)
KS
09/18/2003 - 08/16/2007
QA3 FINANCIAL CORP. (TOPEKA KS)
MN
08/08/1997 - 09/17/2003
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BOTH
Issued 12/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2015
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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