Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Michael Jeffrey is a financial professional with over 15 years of experience in the industry. Joel has a strong background in securities and investment advisory services, holding licenses for both Series 7 and Series 63. He has been with Stifel, Nicolaus & Company, Inc. since 2016, bringing a wealth of knowledge and experience to his clients. Prior to joining Stifel, Nicolaus & Company, Inc., Joel worked at Keefe, Bruyette & Woods, Inc. and Bear, Stearns & Co. Inc., further honing his expertise in the financial services sector. Joel Michael Jeffrey's commitment to providing personalized and comprehensive financial guidance, coupled with his extensive experience, makes him a valuable resource for individuals and families seeking to achieve 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.
1
2
NJ
04/15/2016 - Present
Stifel, Nicolaus & Company, Inc. (MORRISTOWN NJ)
NY
03/05/2007 - 03/23/2016
KEEFE, BRUYETTE & WOODS, INC. (NEW YORK NY)
NY
10/17/2005 - 03/01/2007
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 10/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2006
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/29/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/12/2005
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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