Unclaimed
Jonathan Krueger is a financial professional with Stifel, Nicolaus & Company, Inc. with over 6 years of experience in the financial industry. Jonathan is registered to offer securities and investment advisory services in the state of Missouri. Jonathan specializes in providing financial planning, portfolio management, and pension consulting services. Jonathan holds the Series 7TO and SIE securities licenses. Jonathan is based out of the Stifel, Nicolaus & Company, Inc. office in St. Louis, MO.
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
MO
05/11/2023 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
BC
Issued 05/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2019
SIE - Securities Industry Essentials 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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