Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you June? Claim Your ProfileJune Renae Matthysse is a financial advisor with Stifel, Nicolaus & Company, Inc.. June has been in the industry for over 35 years and has a broad base of experience, having previously worked at Oppenheimer & Co. Inc., McDonald Investments Inc., Prescott, Ball & Turben, Inc., Rodman & Renshaw Inc., and K.A. Knapp & Co., Inc.. June is registered with the state of Michigan and has Series 7, Series 63, Series 65, and SIE licenses. June specializes in providing financial advice to individuals, corporations, and institutions.
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
MI
08/04/2016 - Present
Stifel, Nicolaus & Company, Inc. (GRAND RAPIDS MI)
MI
11/03/2003 - 08/02/2016
OPPENHEIMER & CO. INC. (GRAND RAPIDS MI)
OH
08/31/1990 - 10/31/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NA
11/21/1988 - 07/05/1990
PRESCOTT, BALL & TURBEN, INC.
IL
11/23/1987 - 11/18/1988
RODMAN & RENSHAW INC. (CHICAGO IL)
NA
10/21/1987 - 11/27/1987
K.A. KNAPP & CO., INC.
IA
Issued 01/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
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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