Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellyn? Claim Your ProfileKellyn Rozier Drayer is a financial advisor at Stifel, Nicolaus & Company, Inc. Kellyn has been in the financial services industry for over 30 years, and has a strong track record of providing sound financial advice to her clients. Kellyn specializes in portfolio management, financial planning, and retirement planning. Kellyn has held a variety of positions in the industry, including serving as a financial advisor at UBS Financial Services Inc. before joining Stifel, Nicolaus & Company, Inc. in 2009. Kellyn is a Certified Financial Planner™ professional and is committed to providing her clients with personalized financial advice and investment management services.
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
10/16/2009 - Present
Stifel, Nicolaus & Company, Inc. (LONGVIEW TX)
TX
09/03/1991 - 10/16/2009
UBS FINANCIAL SERVICES INC. (LONGVIEW TX)
NA
10/03/1986 - 09/16/1991
LONGVIEW FINANCIAL SERVICES COMPANY
NA
11/06/1987 - 01/07/1988
NCNB TEXAS SECURITIES, INC.
NA
07/23/1986 - 11/06/1987
REPUBLICBANK SECURITIES COMPANY, INC.
IA
Issued 10/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/08/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/29/1988
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/29/1988
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2003
Series 3 - National Commodity Futures Examination
BC
Issued 07/19/1986
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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