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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Marie Chalhoub is a registered investment advisor with Stifel, Nicolaus & Company, Inc. in Mequon, Wisconsin. Jody Marie Chalhoub has been working in the industry since October 10, 2003, and has held a series of positions at various firms, including Robert W. Baird & Co. Incorporated and B. C. Ziegler and Company. Jody Marie Chalhoub has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Jody Marie Chalhoub is registered with the state of Wisconsin and offers investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles. Jody Marie Chalhoub specializes in offering financial planning, pension consulting, and educational seminars.
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
WI
11/08/2010 - Present
Stifel, Nicolaus & Company, Inc. (MEQUON WI)
WI
12/03/2004 - 07/30/2010
ROBERT W. BAIRD & CO. INCORPORATED (MEQUON WI)
IL
11/13/2001 - 04/15/2003
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
IA
Issued 07/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2001
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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