Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanne? Claim Your ProfileJoanne McAfee is a Registered Representative and Investment Advisor Representative with Stifel, Nicolaus & Company, Inc. with over 26 years of experience in the financial services industry. Joanne has worked in the Reno, Nevada area for over 18 years. Prior to joining Stifel, Nicolaus & Company, Inc. Joanne worked for Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Joanne is registered in 12 states and holds a Series 63, 65, 7 and SIE.
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
NV
11/14/2011 - Present
Stifel, Nicolaus & Company, Inc. (RENO NV)
NV
06/01/2009 - 11/22/2011
MORGAN STANLEY SMITH BARNEY (RENO NV)
NV
04/02/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (RENO NV)
CA
10/05/2001 - 03/26/2002
WHITE PACIFIC SECURITIES, INC. (SAN FRANCISCO CA)
TX
02/16/1996 - 02/08/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 03/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1996
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
Not sure Joanne McAfee is the right advisor for you? Invested Better is here to help.
