Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Thomas Siefert is a financial advisor who has been in the industry since April 2007. Jeffrey is a registered representative of Stifel, Nicolaus & Company, Inc. and is licensed to provide investment advisory services in Indiana, Michigan and Texas. Prior to joining Stifel, Nicolaus & Company, Inc. in 2017, Jeffrey was employed by WELLS FARGO CLEARING SERVICES, LLC from 2008 to 2017. Jeffrey is also a Certified Financial Planner.
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
MI
02/24/2017 - Present
Stifel, Nicolaus & Company, Inc. (PORTAGE MI)
MI
01/01/2008 - 02/27/2017
WELLS FARGO CLEARING SERVICES, LLC (PORTAGE MI)
IN
04/13/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (INDIANPOLIS IN)
BOTH
Issued 04/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/12/2007
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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