Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellie? Claim Your ProfileKellie Lea Hueter is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Kellie has over 17 years of experience in the financial services industry. Kellie is licensed to conduct business in 35 states and offers a range of financial services, including portfolio management, financial planning, and pension consulting. Kellie has a Series 7 and Series 66 license and has passed the Securities Industry Essentials Exam. Prior to joining Stifel, Nicolaus & Company, Inc., Kellie worked at WELLS FARGO CLEARING SERVICES, LLC and A. G. EDWARDS & SONS, INC.
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
11/23/2018 - Present
Stifel, Nicolaus & Company, Inc. (BLOOMFIELD HILLS MI)
MI
01/01/2008 - 11/27/2018
WELLS FARGO CLEARING SERVICES, LLC (TROY MI)
MI
10/14/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BLOOMFIELD HILLS MI)
BOTH
Issued 09/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2005
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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