Unclaimed
Linda Baier has been a registered representative since December 31, 2001. Linda has worked at Stifel, Nicolaus & Company, Inc. since October 2009. Linda holds licenses for securities and investment advisory services in Iowa and Texas. Previously, Linda worked at UBS Financial Services Inc. and Piper Jaffray & Co. Linda currently provides financial planning, portfolio management, and educational seminars to clients. Linda Baier works in the Storm Lake, Iowa office of Stifel, Nicolaus & Company, 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
IA
04/03/2020 - Present
Stifel, Nicolaus & Company, Inc. (STORM LAKE IA)
IA
08/12/2006 - 10/16/2009
UBS FINANCIAL SERVICES INC. (STORM LAKE IA)
IA
01/01/2002 - 08/12/2006
PIPER JAFFRAY & CO. (STORM LAKE IA)
BOTH
Issued 03/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Linda Baier is the right advisor for you? Invested Better is here to help.