Unclaimed
Jeffrey Christian Primiano is a financial advisor at Stifel, Nicolaus & Company, Inc. located in Morristown, NJ. Jeffrey has been in the industry since May 2021. Stifel, Nicolaus & Company, Inc. is a registered investment advisor with approximately $149.2 billion in assets under management. The firm offers a variety of financial services, including financial planning, portfolio management, and pension consulting. Jeffrey specializes in providing financial advice to individuals, businesses, and institutions.
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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NJ
05/25/2021 - Present
Stifel, Nicolaus & Company, Inc. (MORRISTOWN NJ)
Active
Inactive
C
Cboe BZX Exchange, Inc.
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FINRA
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NYSE American LLC
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Nasdaq PHLX LLC
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Nasdaq Stock Market
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New York Stock Exchange
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