Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Luedke is a financial advisor at Stifel, Nicolaus & Company, Inc. with over 40 years of experience in the industry. Jeffrey is registered as a broker-dealer and an investment advisor in the state of Illinois. Jeffrey Luedke has passed the Series 63 and Series 65 exams. Jeffrey has been affiliated with Stifel, Nicolaus & Company, Inc. since April 1998. Jeffrey has also previously worked at firms such as PRINCIPAL FINANCIAL SECURITIES,INC., HAMILTON INVESTMENTS, INC., R. G. DICKINSON & CO., OBERWEIS SECURITIES, INC., PAINEWEBBER INCORPORATED, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, IDS LIFE INSURANCE COMPANY, IDS MARKETING CORPORATION and INVESTORS DIVERSIFIED SERVICES, INC..
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
IL
09/23/1998 - Present
Stifel, Nicolaus & Company, Inc. (ROCKFORD IL)
TX
09/01/1994 - 05/07/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NA
09/14/1990 - 09/01/1994
HAMILTON INVESTMENTS, INC.
IA
12/08/1988 - 09/11/1990
R. G. DICKINSON & CO. (DES MOINES IA)
NA
08/03/1987 - 12/17/1988
OBERWEIS SECURITIES, INC.
NA
08/17/1983 - 08/11/1987
PAINEWEBBER INCORPORATED
NA
08/22/1980 - 08/15/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
11/19/1979 - 08/12/1980
IDS LIFE INSURANCE COMPANY
NA
11/19/1979 - 08/12/1980
IDS MARKETING CORPORATION
NA
11/19/1979 - 08/12/1980
INVESTORS DIVERSIFIED SERVICES, INC.
IA
Issued 09/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1980
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1979
Series 1 - Registered 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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