Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kreg? Claim Your ProfileKreg Urquhart is a financial advisor at Stifel, Nicolaus & Company, Inc., registered with the state of Texas. Kreg has been in the financial industry since March 1997 and has worked at UBS Financial Services Inc. and Wachovia Securities, LLC in the past. Kreg has a Series 7, Series 63 and SIE license and offers financial planning, portfolio management, and pension consulting 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
04/14/2021 - Present
Stifel, Nicolaus & Company, Inc. (BRYAN TX)
TX
04/17/2009 - 04/23/2021
UBS FINANCIAL SERVICES INC. (College Station TX)
TX
01/01/2008 - 04/21/2009
WACHOVIA SECURITIES, LLC (BRYAN TX)
TX
03/17/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BRYAN TX)
BC
Issued 03/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1997
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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