Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Blair Seton is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Birmingham, Alabama. Jeffrey has been in the financial industry since 1994. Jeffrey offers a range of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Jeffrey also holds licenses in Alabama, Colorado, Florida, Georgia, Kansas, New Jersey, North Carolina, South Carolina, Tennessee, Texas, and Virginia.
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
AL
07/23/2024 - Present
Stifel, Nicolaus & Company, Inc. (BIRMINGHAM AL)
AL
03/16/1994 - 07/07/2015
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
AL
04/12/1995 - 03/13/1998
SAL FINANCIAL SERVICES (BIRMINGHAM AL)
IA
Issued 04/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1994
Series 6 - Investment Company Products/Variable Contracts 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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