Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kameon? Claim Your ProfileKameon Teresa Thompson is a financial advisor registered with Stifel, Nicolaus & Company, Inc. in Bellevue, WA. Thompson has over 30 years of experience in the securities industry. Prior to joining Stifel, Nicolaus & Company, Inc. in 2013, Thompson was employed by Wells Fargo Advisors Financial Network, LLC, Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. Thompson also worked for Dean Witter Reynolds Inc. in Purchase, NY, WM Financial Services, Inc. in Irvine, CA and Ragen Mackenzie Incorporated in San Francisco, CA. Thompson is a Series 7 and Series 63 licensed professional and specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services to 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.
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2
WA
04/05/2013 - Present
Stifel, Nicolaus & Company, Inc. (BELLEVUE WA)
WA
06/01/2011 - 04/05/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BELLEVUE WA)
WA
01/03/2011 - 06/01/2011
WELLS FARGO ADVISORS, LLC (BELLEVUE WA)
WA
12/10/1999 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BELLEVUE WA)
NY
08/07/1998 - 10/08/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CA
07/23/1992 - 02/04/1998
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
06/25/1991 - 01/06/1992
RAGEN MACKENZIE INCORPORATED (SAN FRANCISCO CA)
CA
11/21/1989 - 06/24/1991
MURPHEY FAVRE, INC. (IRVINE CA)
BC
Issued 03/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
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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