Unclaimed
Joshua Griener-hickey is a financial advisor who has been in the industry since 2019. Joshua is currently registered with Stifel, Nicolaus & Company, Inc., a firm with over $100 billion in assets under management. Joshua has a strong background in financial services, with prior experience at Edward Jones and other companies. Joshua is a dedicated professional who is committed to providing excellent customer service and helping clients 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
MO
07/15/2024 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
02/08/2019 - 08/29/2019
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 07/11/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/15/2019
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
Not sure Joshua Griener-hickey is the right advisor for you? Invested Better is here to help.