Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Angelo Comichista is a financial advisor with Stifel, Nicolaus & Company, Inc., a firm based in St Louis, MO. Marco has been in the financial industry since 2016 and holds the Series 63, Series 66, Series 7 and SIE licenses. Marco is registered in 42 states. Marco specializes in portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and selection of other advisors.
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
05/01/2019 - Present
Stifel, Nicolaus & Company, Inc. (CANFIELD OH)
OH
03/10/2017 - 04/17/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CANFIELD OH)
OH
03/23/2016 - 11/23/2016
J.P. MORGAN SECURITIES LLC (YOUNGSTOWN OH)
PA
11/04/2015 - 02/17/2016
PNC INVESTMENTS (PITTSBURGH PA)
BOTH
Issued 01/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2015
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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