Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerald? Claim Your ProfileJerald Ciekot is a financial advisor at Stifel, Nicolaus & Company, Inc., with over 40 years of experience in the industry. Jerald is a Certified Financial Planner™ and has a wide range of experience in helping individuals, families, and businesses with their financial planning needs. Jerald is registered with the state of Maryland and Texas to provide investment advice. Jerald has a wide range of investment product knowledge, from stocks and bonds to mutual funds and ETFs. Jerald is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals.
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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2
MD
01/13/2020 - Present
Stifel, Nicolaus & Company, Inc. (HUNT VALLEY MD)
MD
01/01/2008 - 10/23/2008
WACHOVIA SECURITIES, LLC (HUNT VALLEY MD)
MD
01/07/1991 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HUNT VALLEY MD)
NY
07/22/1982 - 01/14/1991
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
BC
Issued 07/28/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/11/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 11/12/1982
Series 3 - National Commodity Futures Examination
BC
Issued 07/17/1982
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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