Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Paul Sikma is a financial advisor at Stifel, Nicolaus & Company, Inc. Joseph Paul Sikma has been in the financial services industry for over 10 years. Joseph Paul Sikma provides financial planning services, portfolio management, and pension consulting. Joseph Paul Sikma is a Certified Financial Planner™ professional. Joseph Paul Sikma is registered to offer investment advice and securities in Alabama, Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Jersey, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, and Wisconsin. Joseph Paul Sikma is also a member of the Financial Industry Regulatory Authority (FINRA).
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.
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2
IL
03/06/2023 - Present
Stifel, Nicolaus & Company, Inc. (BOURBONNAIS IL)
BC
Issued 06/10/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/13/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2021
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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