Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kile? Claim Your ProfileKile Francis Shafer has been working in the financial services industry since December 1996. Kile is currently registered with Stifel, Nicolaus & Company, Inc. in Illinois and Texas. Kile is also a Certified Financial Planner. Kile has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, SunAmerica Securities, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, BANC ONE SECURITIES CORPORATION, and FIRST CHICAGO NBD INVESTMENT SERVICES, 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
IL
07/24/2023 - Present
Stifel, Nicolaus & Company, Inc. (NAPERVILLE IL)
IL
05/03/2005 - 07/28/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HINSDALE IL)
AZ
12/03/2004 - 04/26/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
12/01/2003 - 07/07/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/01/2003 - 07/07/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
12/03/1999 - 08/22/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
02/01/1999 - 12/02/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
02/06/1997 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
NJ
03/18/1996 - 01/23/1997
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
IA
Issued 12/21/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1996
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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