Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Genrich is a financial advisor with Stifel, Nicolaus & Company, Inc. with over 23 years of experience in the financial services industry. Jeffrey holds Series 63, SIE, and Series 7 licenses and is registered with the state of Colorado, Connecticut, Georgia, Massachusetts, Minnesota, New York, and Texas. Jeffrey specializes in portfolio management for individuals, businesses, and pooled investment vehicles, as well as providing financial planning and pension consulting services. He was previously employed at Piper Jaffray & Co., and has a strong track record of success in serving his clients' financial needs.
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
MN
06/02/2016 - Present
Stifel, Nicolaus & Company, Inc. (GOLDEN VALLEY MN)
MN
07/20/2000 - 06/03/2016
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
BC
Issued 09/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2000
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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