Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josue? Claim Your ProfileJosue Mukeba Bampende is a financial advisor at Stifel, Nicolaus & Company, Inc., a firm with a strong presence in the financial industry. Josue holds Series 7TO, SIE, and Series 63 licenses and has been in the industry since 2022. Before joining Stifel, Nicolaus & Company, Inc., Josue worked at Fidelity Brokerage Services LLC. Josue specializes in financial planning, pension consulting, educational seminars, and selection of other advisors.
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
TX
06/07/2023 - Present
Stifel, Nicolaus & Company, Inc. (SOUTHLAKE TX)
TX
02/07/2022 - 05/25/2023
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 02/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2021
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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