Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Scheiman is a financial advisor with Stifel, Nicolaus & Company, Inc. Jody has been in the industry since 1983 and has a wide range of experience, serving clients in states across the country. Jody is registered as a broker-dealer and investment advisor representative with Stifel, Nicolaus & Company, Inc., and has a strong track record of providing financial advice and guidance to clients.
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
OH
11/25/2013 - Present
Stifel, Nicolaus & Company, Inc. (COLUMBUS OH)
NJ
06/09/1989 - 08/10/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NA
04/14/1983 - 06/19/1989
BLUNT ELLIS & LOEWI INCORPORATED
BOTH
Issued 01/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/1981
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1980
Series 52 - Municipal 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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