Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josh? Claim Your ProfileJosh Aaron Stagner is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Birmingham, AL. Josh has been in the industry since July 1996 and holds Series 7 and Series 63 licenses. Josh is registered with the states of Alabama, Louisiana, Mississippi, New Jersey, New York, Pennsylvania and Texas. Josh has a proven track record of success in the financial services industry. Josh is committed to providing clients with personalized financial advice and investment strategies. Stifel, Nicolaus & Company, Inc. is a full-service investment firm that provides a wide range of financial products and services to individual and institutional clients.
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
AL
06/05/2015 - Present
Stifel, Nicolaus & Company, Inc. (BIRMINGHAM AL)
AL
11/22/2010 - 06/05/2015
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
AL
03/19/1999 - 07/26/2010
BBVA COMPASS INVESTMENT SOLUTIONS, INC (BIRMINGHAM AL)
AL
08/31/1995 - 08/19/1998
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
BC
Issued 10/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1995
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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