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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey L. Caghan is a registered investment advisor representative with Stifel, Nicolaus & Company, Inc. in CANTON, OH. Jeffrey has been in the securities industry since 2002. Jeffrey is registered with the state of Texas as an Investment Advisor Representative and the state of Ohio as both an Investment Advisor Representative and a Broker. Jeffrey has passed the Series 7, Series 63, Series 65 and SIE exams. Jeffrey also holds registrations in 17 states.
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
OH
07/10/2023 - Present
Stifel, Nicolaus & Company, Inc. (CANTON OH)
OH
04/05/2002 - 03/10/2009
BUTLER, WICK & CO., INC. (CANTON OH)
IA
Issued 08/05/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2002
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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