Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kit? Claim Your ProfileKit Fogle is a registered representative with Stifel, Nicolaus & Company, Inc. Kit has been in the securities industry since 2004. Kit is licensed to provide investment advice in Ohio and Texas. Kit is also a licensed investment advisor representative in Ohio and Texas. Kit has a wide range of experience in the financial services industry and is committed to providing clients with personalized service and sound financial advice.
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
OH
07/07/2023 - Present
Stifel, Nicolaus & Company, Inc. (MARION OH)
OH
03/08/2006 - 07/11/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FINDLAY OH)
CT
09/28/2004 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
IA
Issued 12/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/12/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2005
Series 3 - National Commodity Futures Examination
BC
Issued 09/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kit Fogle is the right advisor for you? Invested Better is here to help.
