Unclaimed
Lorraine Myers is a financial professional registered with Stifel, Nicolaus & Company, Inc. in Pueblo, Colorado. Lorraine has passed the General Securities Representative Examination and Securities Industry Essentials Examination. Lorraine specializes in providing financial services to a wide range of clients including high-net-worth individuals, corporations, charitable organizations, pension plans, and insurance companies. Stifel, Nicolaus & Company, Inc. offers a comprehensive suite of financial services, including financial planning, portfolio management, and investment advisory 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.
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2
CO
08/24/2024 - Present
Stifel, Nicolaus & Company, Inc. (PUEBLO CO)
BC
Issued 08/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/13/2023
SIE - Securities Industry Essentials 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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