Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Schapira is a registered investment advisor representative of Stifel, Nicolaus & Company, Inc., with over 39 years of experience in the financial services industry. Jerry is a highly experienced advisor specializing in investment strategies for individuals and businesses. In addition to his series 7 and 63 licenses, he holds Series 31 and SIE licenses. Jerry has held prior registrations with Ryan Beck & Co., Gruntal & Co., L.L.C., and Prudential-Bache Securities 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
PA
11/15/2017 - Present
Stifel, Nicolaus & Company, Inc. (YARDLEY PA)
PA
04/29/2002 - 07/31/2007
RYAN BECK & CO. (YARDLEY PA)
NY
09/25/1990 - 05/15/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
07/21/1983 - 09/26/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
IA
Issued 10/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/16/1983
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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