Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Randall is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Southfield, MI. Jon has been in the industry since 2005 and has experience working with a variety of clients including individuals, families, corporations, and institutions. Jon is registered with the state of Michigan as well as in several other states. Jon is dedicated to helping clients achieve their financial goals and has extensive experience in providing investment advice, financial planning, and portfolio management.
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
MI
01/23/2018 - Present
Stifel, Nicolaus & Company, Inc. (SOUTHFIELD MI)
MI
06/01/2009 - 01/05/2018
MORGAN STANLEY (GROSSE POINTE FARMS MI)
MI
07/15/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GROSSE POINTE MI)
IA
Issued 07/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2005
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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