Unclaimed
Marc Parson is a registered representative with Stifel, Nicolaus & Company, Inc. located in FESTUS, MO. Marc has been working in the securities industry since 2007 and has a strong background in financial planning and portfolio management. Marc is registered in multiple states, including Missouri, Texas, Arkansas, California, Florida, Georgia, Illinois, Iowa, Michigan, Mississippi, and Washington.
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
MO
06/21/2021 - Present
Stifel, Nicolaus & Company, Inc. (FESTUS MO)
MO
10/29/2012 - 06/25/2021
WELLS FARGO CLEARING SERVICES, LLC (FESTUS MO)
MO
01/30/2012 - 11/02/2012
PNC INVESTMENTS (HERCULANEUM MO)
MO
09/27/2007 - 01/27/2012
EDWARD JONES (DESOTO MO)
BOTH
Issued 10/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2007
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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